Retirement Planning

Retirement can be an exciting yet frightening transition in one’s life. It is our intention to make this transition as smooth as possible for you and your family. We manage a broad spectrum of retirement accounts such as IRAs (Roth and Traditional), 401(K)s, SIMPLE IRAs, SEP IRAs, as well as any other outside retirement accounts you may have. We also specialize in Roth/Traditional IRA conversions to minimize the tax liability on your assets.

Once an investor reaches age 70 1/2, they are required by the government to take distributions from their retirement plans. The amount of the distribution is different each year. At the beginning of each calendar year, we discuss with our clients the amount of the distribution they will need to take and the best strategies for taking it.