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.