Popular Terry Hill and Associates Strategies

Retirement Strategies

  • Retirement planning

  • 401 (k) and IRA rollovers including Tax Planning and Investment Management

  • Retirement income portfolio design and management 

  • Asset allocation, reports and rebalancing

  • Inflation hedges 

  • Earned income consulting and advice 

  • Long Term Care consulting and solutions

  • Estate planning (Coordinated with attorneys)

Closely Held Business Strategies

  • Maximizing personal and financial benefits on sale of business interests 

  • Succession planning strategies 

  • Advanced tax-mitigation strategies for high income earners (Coordinated with tax advisor)

  • Maximizing owner’s contributions to a pension plan 

  • ROTH 401(k) plan and tax free retirement distribution 

  • Design, implementation and management of qualified and non-qualified retirement plans

  • Key man life and disability insurance consulting and implementation

Wealth Preservation Strategies

  • Asset protection planning to shield wealth from aggressive attorneys and other disasters (Coordinated with qualified attorneys) 

  • Reduce or eliminate estate taxes upon transfer to the next generation (Coordinated with attorneys)

  • Charitable and legacy planning (Coordinated with tax advisors and attorneys)

  • Advanced estate planning strategies for high-net-worth families (Coordinated with tax advisors and attorneys)

  • Converting qualified retirement funds to a ROTH IRA