Academic, Medical and Research Professionals
You work in or are retired from the academic, medical, or professional research fields. Much of your time is spent in service to others. You are responsible for yourself, colleagues, students, and for your family and loved ones.
When you began saving and investing, you could focus exclusively on your work. Now, there is more at stake, and you would like to be sure the important parts of your strategy are managed professionally.
Your concerns entail some or all the following:
Investment Management:
- Retirement plans (403B & 457 plans, 401k, IRAs)
- Pension plans and guaranteed investments from current and/or former employers
- Private/Alternative Investments
- Real Estate holdings
Income Strategy:
- Withdrawal strategy from various investment accounts
- Social Security claiming strategies
- State / Employer / Private pension considerations
Estate Planning
- Gifting strategies
- Inheritance planning
- Wills, Powers of Attorney, Health Care Proxies
- Trust considerations
Understanding Taxes
- Balancing tax planning now with income planning for later
- Deduction considerations
- Leaving a tax smart legacy to future generations and/or institutions and causes you care about
- Estate and Probate Considerations
