Retirement Benefit Plans & Planning

  • Welfare Benefit Plans: Health, Medical, 125 Plans
  • Qualified Retirement Plans: 2nd 401(k)
  • SIMPLEs, SEPs, and Other Retirement Planning
  • Deferred Compensation

IRA and Pension Distribution Planning

  • Beneficiary Designations
  • Life Expectancy Elections
  • Coordination with Estate Planning
  • Conduit Trusts – Stretch IRA