IRA Distribution Planning

Scott White Advisors employs tax efficient methods to get money out of your IRA or qualified plan. We know that how much you keep after taxes are paid is what matters most. Your IRA Distribution Plan will address tough questions such as how much to take out, when to roll it into a Roth IRA, and who to name the beneficiary. We evaluate many IRA distribution techniques designed to help save you and your heirs from unnecessary taxes, so your money stays with your loved ones.

Read Scott’s article, Roth IRAs, Charitable Remainder Trusts May Help High Income IRA Investors


*Please note, IRA tax deductibility and contribution eligibility may be restricted if your income exceeds certain limits, please consult with a financial professional for more information.