IRAs: Roth, Rollover, Inherited and More

Learn how we solve the complex problem of providing retirement income and reducing income taxes.

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“Please make it easy for me to understand the various types of retirement accounts.”

Benefits of Working with a Professional with Your Retirement Accounts

We help our clients understand and plan for all types of retirement accounts:

Know which IRA is right for you
Coordinating an IRA and company retirement plans
Go Tax Free!
Roth conversions, required distributions and more

Which IRA is Right for You?

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!

Individual Retirement Accounts

We provide a huge array of information for our clients.

Education

Go Tax Free!

Visit the website, GOTAXFREEBOOK.COM for the latest and up-to-date tax information.

Download a copy of the book from Amazon.com.

Current client? Call your advisor and ask for a copy of the book.

Roth Conversions

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.

Required Minimum Distributions

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.

Some Investment Services We Provide

Investment Advice

Invest with an academically proven investment process built around your unique values, goals and relationships.

Asset Allocation and Portfolio Management

Balance the risk and reward between investments to achieve your real-life financial goals.

Stock and Mutual Fund Investments

We build high-quality, actively-managed equity portfolios using academically-proven techniques.

Bonds and Fixed Income Investments

Learn how our team makes recommendations for the portfolio we call “Foundation Income.”

Stock Option Planning

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.

Single Stock Diversification

Learn how we build an investment portfolio around your large equity position and help you diversify—not double-down (or worse) your risk.

Hedging strategies and alternative investments

Hedging Strategies and Alternatives

Learn how we carefully select some alternative investments to provide income and growth for some clients.

Investment Performance Analysis

Learn how we perform investment performance analysis and provide our clients access to this information, on demand, with great technology.

IRAs: Roth, Rollover, Inherited and More

Learn how we solve the complex problem of providing retirement income and reducing income taxes.

401k Advice for Individuals and Business Owners

401k Advice for Individuals and Businesses

How we provide retirement plan advice for our clients 401k accounts, and for employers who want to provide advice to their employees.

Annuities of All Kinds

An annuity may provide you a safe and prudent retirement income. We have independent, expert annuity agents with a huge array of providers to choose from.

Values Based Investments

Learn how we enable our diverse clients to invest with their values.

Talk with an Expert

Our wealth management approach may be different from experiences you have had with other advisors.

Attend an upcoming event

We offer a broad array of events that broaden our knowledge and experiences.

View All Events

Recent Blog Post

Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary.