Your nest egg is your most important asset. Retirement planning helps to protect what you have accumulated through a lifetime of hard work. We have experience helping our clients plan for their retirement while taking into consideration tax implications, short and long-term goals, and hopes for future generations.
We advise clients on the establishment of various retirement plans. We consult with clients on the benefits of traditional IRAs and ROTH IRAs and how they can allocate their money between these accounts as an effective tax planning device. On an annual basis we will calculate and facilitate, if necessary, our clients’ required minimum distributions from their plans along with other types of distributions or loans.
We also have experience counseling clients on how to transition from working life to retirement through:
- Buy-sell agreements;
- Transfer of company ownership through the various uses of an employee stock ownership plan (ESOP); and
- Pension distribution planning.
For all of your retirement planning needs, contact the attorneys at Quinlisk & Quinlisk, Ltd. today. We are here to help you get the most out of your golden years.