Lawyers at Draneas & Huglin, P.C. advise clients on the adoption of various types of qualified retirement plans, including a detailed analysis of the benefits and costs to owners of the different types of plans. After such an analysis, we will draft the appropriate qualified plan and assist owners in keeping the plan updated to reflect changing legal requirements. We also advise clients with respect to all ERISA matters, including IRS and DOL audits.
Individual Retirement Accounts
With the volatility of the stock market, many clients now want to avoid investing their retirement funds in the stock market. Instead, they want to invest their IRAs in non-traditional assets. Such investments can include real estate, mortgages, tax liens and manu other unusual, non-traditional assets. We advise clients on how to make these investments wihtout violating state or federal tax laws.
Roth IRA Rollovers
Our lawyers can help you determine whether a Roth IRA conversion is appropriate to your circumstances.