Whether you are establishing a plan for your eventual retirement or are reaching the end of your career and are facing a variety of pay-out options, there are tax consequences to be considered. DREW-JARRELL can provide analysis which will assist you in make the choices that are best for you.

  Be it an IRA, Roth IRA, 401(k) or a retirement plan for a self-employed individual, we can explain the differences and the financial and tax effects of each type.  Pay-out options such as single-life or joint-life, 10-year guarantee, lump-sum distributions and various other options can also be confusing choices for the soon-to-be-retiree.  We can help you understand how each choice can affect you so that you can make the most informed decision possible on your future.

Retirement Planning

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