Helping Companies & Individuals Plan and Execute Retirement, Estate, Succession, and
Inheritance Strategies
Whether you are planning for retirement or already retired, your goal is most likely to maximize
your assets and minimize your taxes. For most people, your largest asset is probably your retirement account.
Much focus has been given by the financial industry on growing assets, but very little on how to withdraw your assets efficiently or
on how to effectively pass on your remaining assets post-mortem.
At Gunnell Retirement and Estate Planning LLC,
you will receive guidance and education on how to plan and execute retirement, estate, succession, and inheritance strategies.
As an Independent Investment Advisor, there is no conflict of interest you usually get from a broker. As an Independent
Insurance Agent, I will have the insurance companies compete for your business, instead of the "take it or leave
it" attitude you get when dealing with an agent working for a specific company.
In the fall of 2006, the Pension
Protection Act was passed. This was the most sweeping and comprehensive change to individual and company retirement
accounts since the passing of ERISA over 30 years ago. The government has since then issued further clarification and
rulings on how this impacts all of us.
What steps
have you taken with your retirement plan to gain the benefits (and to protect against the downsides) of the Pension
Protection Act?
