Frequent Questions > General > What services do you provide for IRAs and sheltered accounts?
Search the FAQ for entries containing:
Investment and distribution strategies for owners of IRAs, 403(b)s, 401(k)s, annuities and other types of tax-sheltered accounts are important to our clients. Our "Top Ten IRA Strategies" and "One Hundred Year IRA" workshops are among the best known educational series in South Carolina on IRA issues for investors. Our approach typically includes:
- Written investment plan
- IRA assets in estate planning
- Stretch and multi-generational IRAs
- Allocation between IRA and non-IRA assets
- Roth IRA analysis
- Beneficiary planning and designations
Last updated on 01.20 by Bedminster Group