Retirement And Estate Planning
RETIREMENT AND ESTATE PLANNING
Analysis of your income needs now and in the future
Analysis of potential estate tax liabilities
Recommendations regarding the best distribution strategy for your employer retirement plans & IRAs
Analysis of the beneficiaries of your IRAs
Review the possibilities of converting to a Roth IRA
*Please Note: Limitations. The scope of any consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Hedeker does not serve as an attorney, accountant, or insurance agent. Hedeker does not prepare legal documents, nor does it sell insurance products. If the client engages us to do so, a Hedeker affiliate can be engaged to provide legal, tax preparation and insurance sales/services as discussed in Hedeker’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.