Required Minimum Distribution Calculations
By law, anyone who reaches the age of 72 after January 1st, 2020 must take a "required minimum distribution" from their Traditional Individual Retirement Account (IRA). Failing to take an RMD could result in substantial financial penalties.
Formalize Goals and Create "What If" Scenarios
We help our clients crystallize their financial goals. We consider all the "what if" questions clients have about retirement, homeownership, or future commercial endeavors.
Roth Conversion Analysis
We help our clients find optimal tax solution for their lifestyle by analyzing the circumstances around their Traditional IRA/401(k)/403(b).
Social Security Income Maximization
We help our clients determine an appropriate time for them and their spouses to opt-in to their social security to benefit their family.