IRA

One of the most misunderstood areas of financial planning is the rules regarding distributions from IRA and qualified employer retirement plans.
Naming the correct beneficiary, using the correct distribution calculation method, knowing the correct time to commence distributions are all difficult and confusing issues.
As author of "IRA Distribution Rules" and "Roth Rules the King of the New Retirement Paradigm", I have maintained contact with other national thinkers on these topics.
My experience suggests over 90% of IRA holders have something wrong with decisions that they can control.
Multi-generational planning with Roth IRAs requires a full understanding of a clients cash flow needs, tax considerations and transfer goals.
Lifetime Planning Concepts has taken retirement plan advise a step further with its research in how tax-deferred investment portfolios should be constructed. You can rest assured that with the background of a CPA, tax efficiency is a critical element in developing your retirement plan portfolio.