Frequently Asked Questions

For your convenience, we have developed a list of the most common question our perspective clients ask during their search for a money manager.

If you want to know moreβ€”or have a specific question  - Please feel free to contact us. We're happy to answer any questions you have.

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Answering Your Retirement Plan Questions

While it is usually preferable to save as much as possible for retirement, you should do so within your means.

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There are two types of 401(k)s: traditional and Roth. The main difference between the two types are the way taxes are handled.

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Required minimum distributions, or RMDs, are government mandated withdrawals that begin to affect 401(k) and IRA owners and their beneficiaries when they reach a government-mandated age or at death. Those that inherit a 401(K) or IRA from a deceased party may also be subject to RMDs depending on the type of account they inherit, the age of the decedent, and whether RMDS have already been taken. This is a highly complex subject and should be discussed with a qualified tax professional before beginning to take withdrawals.

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A 401(k) is an employer-sponsored retirement savings account, which gives employees the option to contribute a percentage of their salary or a certain dollar amount.

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An individual retirement account (IRA) is a tax-advantaged investment vehicle set up at a financial institution that allow you to make investments to help save for retirement.

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A rollover is when you move assets from one eligible retirement plan (a 401(k), for example) into a new or existing tax-advantaged retirement account. Many people may elect to roll over a 401(k) when they retire or leave their employer.

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It is prudent to discuss any IRA withdrawal strategy with a tax adviser beforehand as individual circumstances can vary.

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