Know your account types
Different retirement accounts have their own required minimum distributions to keep track of. Take time to understand which account types you have.
Be aware of tax implications
Taxes must be taken into consideration. Once you know which retirement account types you have, start looking into their respective tax implications.
Confirm your accounts stay up to date
Double-check that all of your retirement accounts are up to date. Instead of running into issues further down the line, this will help you get your money when you need it.
We keep you organized
It's hard to keep every bit of finance in order. K&J will keep all of your retirement accounts organized and make sure every intricacy is accounted for.
We keep you informed
Having a strong understanding of your financial future is important for a successful retirement plan. We will answer any question you have and make sure you know what you need to know.
We make sure this is done right
Managing retirement plans can get elaborate fast. K&J will keep you organized, keep you informed, and most importantly make sure your RMDs are managed right.