Many Americans retire with a variety of accounts to manage, from 401(k)s, IRAs, Mutual Funds, and Trust Funds, to Social Security payments. When faced with an increasingly complex tax code, many retirees and people planning to retire do not fully utilize the options available to them. Effective retirement planning can provide stability and tax-savings for you and your loved ones.

Recent changes to the tax code, namely, the Tax Cuts and Jobs Act (2017) and the SECURE Act (2019), have made drastic changes to retirement account distributions. With these adjustments to tax laws, it is more important than ever to ensure that you and your loved ones are properly protected.

Our experienced attorneys will review and analyze your retirement accounts to develop the most effective and tax-efficient retirement plan possible. We will work with you to create an individualized approach to your unique needs through our comprehensive retirement planning services.