Michael e. Smith

 

Michael e. Smith, CEO Thirty Eight (38)  Years Of Financial Experience, Washington U, Accounting, Finance, Economics  

While developing a customized "IRA distribution plans of action", I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound  program on your IRA or Roth savings program utilizing IRS publication 590 as our guideline.  

  • Stretch IRA's 
  • Conversion from IRA to Roth 
  • 72t'
  • 401k rollovers
  • Estate Planning  & Trusts (utilizing our attorneys & CPA's)
  • Insurance and annuity products
  • Fixed Income Planning (Guaranteed Streams of Income for life.
  • For those that qualify, "tax free distriutions" of your "RMD's" too you and your family.