Sophisticated Retirement Plans
Find out how tax planning can help you retire in comfort.
Contact Givner & Kaye today.
"With over 70 years of experience our professionals have obtained more than 4,000 favorable determination letters from the National Office of the IRS for qualified plans."
We can advise you on retirement planning, including:
- Selecting the correct type of retirement plan (and the right number of plans).
- Choosing a beneficiary designation that will permit their heirs to enjoy the benefits of tax-deferred accumulation for decades.
- Structuring the trust to allow withdrawal of funds at a relatively low income-tax cost, to be able to deduct substantially more than the average amount and to protect the trust from future creditors.
- Withdrawing funds from a tax-qualified retirement plan in ways that will minimize the income and estate taxes.
- Undergoing an audit by a governmental agency.
- Sophisticated tax savvy retirement plans
Read the client and professional testimonials on Givner & Kaye to see how our expert tax attorneys, estate planning lawyers and asset protection specialist can help you to save money on taxes, make more money and gain peace of mind over all estate planning, tax planning, tax litigation and asset protection matters.