Retirement Solution Services
Financial planning for retirement is one of the most complicated issues you must deal with. To adequately plan for retirement, our consultants consider many issues including:
B&A considers Distribution formulas - meaning once you retire do you plan to take out as much as you can as quickly as you can once you retire or, do you plan to take as little as possible out of your funds upon retirement? Can you avoid Federal excise taxes on retirement funds? Can you avoid income taxes on social security income? These are several of the many considerations in planning for the enjoyment of your retirement.
We know how to structure retirement plan distributions to your advantage, find the exceptions to early distribution rules, understand the various plan rollover options and their consequences, select beneficiaries in a way that helps reduce taxes and advise you of the impact of divorce on retirement plan distributions.