Inheritance, Oil and Gas, Windfall
- We assist in managing funds, guiding in how the tax consequences work, and directing the best way to utilize these funds.
- Receiving a Beneficiary IRA
- Strategically utilizing oil and gas money
- As you are navigating jobs, acquiring assets, and transitioning life stages, we are here to come alongside and provide direction.
- Managing retirement plans from former/current workplaces
- Planning for children’s expenses (college, weddings, etc.)
- As you are pondering life after you career, we help with directing you towards addressing future needs and strategizing how to accomplish that.
- How to best utilize Social Security and bridging from your career to retirement.
- Utilizing resources in a tax efficient way
- As you are in retirement, we can assist you in managing the assets you have accumulated during your working years and transitioning those assets to your heirs.
- Social security and Medicare
- RMD’s and QCD’s
As it relates to retirement type funds we can explain to you the difference between an IRA, Roth IRA, SEP IRA, SIMPLE IRA, 401(k), 403(b), 457, and other types of deferred accounts that may be available to you. In addition, we also utilize invested savings accounts when working with funds outside of retirement accounts.