Q: Most of my portfolio is tied up in a 401K account of over $1,000,000. I have cash accounts that will see us through some emergencies. I am retired and over 70 1/2 which means that I will need to start taking required minimum distributions from my 401K. I want to set up a plan for the RMDs to reinvest them for growth/income and minimum tax. Can your organization help me set something up?
A: Thanks for contacting our firm. Our firm specializes in building growth and income producing portfolios so your situation is perfect for us. We offer a free one hour consultation.