A Message from Leo Casper
Thank you for visiting IRA-ANSWERS.COM. I hope that it will make you aware of an element of financial planning that is often overlooked -- distributions and rollovers from retirement plans such as IRAs and 401(k)s, where if mistakes are made, results (unnecessary taxes and IRS penalties) are often devastating and unfortunately irreversible.
I have made a substantial time and financial commitment through continuing professional education to specialize in the area of IRA and 401(k) distribution and rollover planning based on the anticipated demands of my clients, their friends, and families. This website is evidence of that commitment. The responses I have received from visitors of the website confirm the demand.
The demographics clearly indicate that at this time many people are retiring, being downsized, inheriting a parent's retirement plan or IRA, or voluntarily changing jobs. With the future of Social Security in question and company pension plans being eliminated, the responsibility of planning for retirement has shifted to the individual.
When faced with decisions concerning the distribution of retirement plan assets, please contact me.