IRA Investment & Distributions

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
  • Allocation between IRA and non-IRA assets
  • Roth IRA analysis
  • Beneficiary planning and designations
  • Stretch and multi-generational IRAs
  • IRA assets in estate planning