IRA and Retirement Planning

Phoenix-Area Retirement Planning Attorney

It has never been more urgent to plan for retirement. The number and types of funds, annuities, and IRAs available to individuals has exploded in recent years and tax law is constantly changing. It is important to have a knowledgeable advisor to help you sort through your options and determine which will best meet your needs for a comfortable retirement.

At the Arizona law firm of Knollmiller & Arenofsky, LLP, our retirement planning lawyers are among the foremost practitioners of retirement planning. We are highly knowledgeable about state and federal tax law that affects your retirement accounts. To speak with an attorney on our IRA and retirement planning team, contact our East Valley law firm. Begin planning for a secure future.

Many retirement options are available

The knowledge and experience of our attorneys, as well as James G. Knollmiller’s specialization in the area of Tax Law, make us highly effective retirement planning lawyers. We review with clients the vast number of retirement options, laying out the benefits and disadvantages of each. We provide advice and counsel on matters such as:

  • Beneficiary designations
  • Elections that must be made before turning age 70 1/2
  • Where to position a qualified plan in estate planning
  • Tax planning for clients with large retirement plans
  • Early withdrawal of money from retirement plans
  • 401Ks
  • IRAs
  • Pension plans
  • When to and when not to rollover a retirement account
Retirement planning goes hand in hand with estate planning

Retirement planning also allows an individual to arrange his or her assets to best advantage for a surviving spouse. Consequently, retirement planning can be viewed as a first step in estate planning. We remind clients that the choices they make about their retirement plans can affect them, and their survivors, for many years. Such choices should be made only after careful consideration and the advice of an experienced retirement planning attorney. Contact us, your Phoenix-Area retirement planning lawyer, to begin planning for your future.

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