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