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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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IRA & Retirement Plan - Distribution Planning Audit
Many companies talk about Retirement Planning, but few talk about fund distribution after retirement. Wealth Control Advisors, LLC. Located just outside of Boston, Massachusetts and in West Palm Beach, Florida helps you understand your options and implement the most effective solution. For more information, contact us online or call us at 781-235-8891 to schedule an appointment at our Wellesley, MA office or at our West Palm Beach, FL office.
Unfortunately, many mistakes are made in the distribution of individual’s IRA and retirement assets which prevent the continual tax deferral on earnings potential into the next generation. In addition, for those who have significant other assets to live on during the retirement years, changing the designated beneficiary to someone other than a spouse may create enormous tax deferral benefiting children or grandchildren for years to come.
Questions & Rules you should know
- New IRS reporting requirements
- IRA Distribution rules and which age to use
- 5 year distribution rule and when it applies
- IRA rollover & re-characterization rules
- Who should you name as an IRA beneficiary?
- What is different for a non-spouse beneficiary?
- How to avoid a 10% penalty on distributions before age 59 ½
- Are you required to name your spouse as the IRA beneficiary?
- Deadlines for spousal rollovers
- Tax withholding rules for IRA’s and distributions from qualified plans
- 60 day rollover relief
- Why Contingent beneficiaries are critical
Our audit looks at all of these topics and more.
More information is available about our Auditing Services, or you can read about our comprehensive Tailored Services. Alternatively, read Case Study 1: Prominent Physician and his Mature Family or Case Study 3: New Key Manager at Company.
To learn more about our auditing services, call us at 781-235-8891 or email us.
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