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