Advisors Trust recognizes there are two phases to retirement plan asset management. First, during the accumulation phase we help high-income business owners, physicians and other professionals utilize creative solutions that perhaps they hadn’t studied before to solve restrictive 401(k), Profit Sharing and Pension Plan funding dilemmas. By utilizing our in-depth retirement plan knowledge, you’re likely to enjoy a more robust plan design to fund a more secure retirement through much higher tax-deductible contributions. During the distribution phase we help you coordinate a distribution strategy consistent with your overall financial and investment objectives, satisfying the required minimum distribution rules while simultaneously establishing the framework that would later provide your family the option to take advantage of the “stretch” provisions of the IRC Regulations.
Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Advisors Trust. Advisors Trust is independently owned and operated.