401(k) & IRA

Save for Retirement with Carr Capital


IRA and 401(k) Rollovers

Tax implications are not always what they seem, and they are ever-changing. We stay on top of the regulations and changes to structure options for each client's situation.

 

IRA Exit Strategies

You spent your work life assuming this sum, and as retirement nears, you will confront the myriad of options on what to do with it. Do you withdraw it all and pay taxes in whole? Withdraw in stages? Divert some into stocks? Open a Roth? So many options for retaining maximum value, and every situation is unique.