“Please make it easy for me to understand the various types of retirement accounts.”
We help our clients understand and plan for all types of retirement accounts:
Watch this 9 minute video to quickly learn the pros and cons of the individual retirement account (IRA).
Learn about the traditional IRA, the rollover IRA, the beneficiary IRA, inherited IRA, education IRA, spousal IRA, SEP IRA, SIMPLE IRA and Roth IRA.
Learn the three absolute truths to help you make a decision about which IRA is right for you.
Learn about ways to reduce your income taxes now and in retirement.
Learn how you may be able to go tax free!
You may have heard about the Roth Conversion. Perhaps you are wondering if you should take advantage of today’s low tax brackets. Perhaps you want to transfer more money to your inheritors. We provide many resources, including a book, Go Tax Free, for our clients. We want to help you gain choice and control over your taxes.
IRAs require minimum distributions after the age 72. Your financial advisor will help you coordinate the total distributions from all your retirement accounts. They will help you minimize and plan for the tax obligations. Learn more about this under Retirement Income Planning.
Balance the risk and reward between investments to achieve your real-life financial goals.
We build high-quality, actively-managed equity portfolios using academically-proven techniques.
If you have a large amount of your net worth in the equity of a single company, learn how to reduce your risk, reduce your taxes, protect and grow your wealth.
Learn how we build an investment portfolio around your large equity position and help you diversify—not double-down (or worse) your risk.
Learn about how we manage incentive stock options and nonqualified stock options to help you grow and protect your wealth, reduce your taxes, and achieve your personal goals.
Learn how our team makes recommendations for the portfolio we call “Foundation Income.”
Learn how we carefully select some alternative investments to provide income and growth for some clients.
Learn how we perform investment performance analysis and provide our clients access to this information, on demand, with great technology.
For some clients, an annuity may provide a safe and prudent retirement income. We have independent, expert annuity agents with a huge array of providers to choose from.
Learn how we provide retirement plan advice for our clients 401k accounts, and for employers who want to provide advice to their employees.