Wealth Management for Individuals and Businesses including Structuring Tax sheltered qualified plans including -
- IRA's
- Roth IRA's
- SEP-IRA's
- SIMPLE IRA's
- 401-K's
Creating Plans for College Savings including -
- 529 Plans
- Coverdell Education IRA Plans
Wealth Shifting Strategies including -
- UTMA Accounts
- UGMA Accounts
