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IRAs
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After working hard and saving for decades to accumulate what is needed to enjoy a quality retirement lifestyle, clients now need a focused plan to manage IRAs and other assets in their retirement years. WoodTrust Asset Management can assist by providing quality financial planning advice and investment management services for IRAs and other qualified plans.
The WoodTrust staff has extensive experience in helping clients understand their IRA options and how those assets mix with non-qualified assets.
Individual Retirement Account Services
- Traditional IRAs
- Roth IRAs
- IRA-to-IRA direct transfers
- IRA Rollovers
- Eligibility
- Required minimum distributions
- Investment management services
- Tax planning
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Not FDIC Insured - No Bank Guarantee - May Lose Value
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