The availability and popularity of retirement plans such as IRAs and business plans such as 401(k), SEP, 403b, Thrift Savings Plans and SIMPLE IRAs, have caused people to hold a majority of wealth in retirement accounts. If you are like many, your retirement accounts may be your largest asset outside of your home, yet you may not understand proper asset allocation and how retirement assets are passed upon death.
Safe Harbor will design a strategy to help you successfully transfer your retirement assets, protecting and preserving them throughout your retirement by avoiding costly mistakes, and ensuring they are then properly passed on in accordance to your wishes.