The benefits of investing through a tax‐qualified retirement plan are substantial, yet retirement planning is much more than set‐it and forget‐it. Our approach goes beyond reviewing historical performance to developing a plan that accomplishes your goals.
We provide investment management and administration of tax‐qualified accounts in compliance with IRS regulations including, reviewing beneficiary designations for coordination with your estate plan, designing a systemic investment plan and developing an asset allocation strategy. If you change jobs, we can assist with 401(k) rollovers and/or plan transfers to maximize the continued tax deferment of retirement accounts.
When you are transitioning to retirement, we consider the risk of health care costs on your retirement plan and a gap analysis comparing retirement income and expenses. Upon retirement, we advise on spending and charitable giving strategies and required minimum distributions.
Our advisors are available to discuss any questions you may have when getting started. Call 417-450-4797 to get in touch with an advisor today.