IRA Distribution Strategies

Today, individual retirement accounts or a company sponsored retirement plan often represent a sizeable portion of a client's net worth. If used properly, these plans can be an integral part of an overall estate/financial/charitable giving plan. Johnston Investment Counsel works with its clients to evaluate the different alternatives clients may have with respect to their IRA's and retirement plans.

Some of Johnston Investment Counsel's IRA services include calculating required distributions, evaluating Roth conversions, ensuring client beneficiaries receive the benefit of the "stretch IRA", evaluating the beneficiary form, and making certain the clients retirement assets are integrated with their other estate planning documents.

 

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