Retirement Planning

We routinely assist our clients with significant retirement plans and IRA accounts and integrate those assets in their overall estate plan. This involves providing the client with an analysis and recommendation of the appropriate beneficiary designations for those assets to ensure that they are coordinated with their estate plan. We also counsel clients on the type and timing of distributions from IRAs and qualified retirement plans. Finally, we provide tax analysis concerning the advantages and disadvantages of accelerated withdrawals from retirement plans or IRAs and to assist in developing insurance or charitable gift funding.