Beneficiary Services for IRAs, 401(k) Plans, and Other Employer Retirement Accounts

We help maximize the value of retirement savings by integrating income tax deferral opportunities with sound estate planning.

We also help beneficiaries who have inherited an IRA or other retirement account understand the value of maximizing income tax deferral, what rights they have to do so, and what steps they must take to exercise their rights.

We have obtained private letter rulings from the National Office of the Internal Revenue Service to preserve retirement benefits for individuals and their beneficiaries. These include IRS approval of spousal IRA rollovers where an estate or a trust was named as beneficiary of the IRA instead of the spouse, and IRS waivers of the 60-day rollover deadline.