What Questions should you be asking about Qualified Money?

Most retirees will rely on qualified money. It means that besides Social Security, almost everyone is going to have to rely on and efficiently utilize their IRAs, 401(k)s, 403(B)s, etc.

When it comes to your IRAs, 401(k)s and other retirement accounts, you probably have a lot of questions, and these are just a few of them:

Can I still contribute to a retirement account, and if so, how much?

What type of retirement account is right for me?

When do I need to take withdrawals, and how much do I have to take?

How are my withdrawals taxed?

How does my IRA fit into my overall plan?

What happens to my accounts when I die?

How can I minimize taxes?

Our objective is to help look at your unique situation to see how each of these questions will be answered for you and your family.

In these turbulent times, if you or your loved ones would like a complimentary consultation to discuss your estate plan and financial strategy, call us today at 859-372-6674 to schedule an ap­pointment and see why Kentuckians continues to recognize us as their trusted advisor.