Account Categories

Integity, Focus, Innovation, Performance & Professional Excellence are the Hallmarks of the Independent Distinction.

Through corporate affiliations I offer clients various account categories:

 

Qualified Account Types

o        Employee Benefit Plans: Pension/Profit Sharing Plan

  • Keogh (PS/Plan)/ Profit Sharing
  • Keogh (M/P Pension Plan)
  • 401(k) Plans Segregated account type and "pooled" types
  • IRA and IRA R/O’s, ROTH IRA

 

Non-Qualified Account Choices

  • CRT – Charitable Remainder Trusts
  • Living Trust (Inter-vivos)/Family Trust Accounts
  • Individual
  • Testamentary Trust U/W/O
  • Joint (TIC)/ Joint (WROS)
  • Corporation
  • Partnership
  • Sole Proprietorship
  • Non-Profit/Charitable Organization/Educational Institution
  • Estate
  • Guardianship
  • Conservatorship
  • Custodian /UTMA "Uniform Transfer to Minor"