Extended Payout – IRS Eases Rules for Retirement Account Distributions: Explains January 2001 tax changes to the rules regarding distributions from retirement plans (co-authored by Michael B. Allmon). Published on May 25, 2001 in the Los Angeles Daily Journal.
A simple 3-step onboarding process
After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.
In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.
After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.
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