USG specializes on the most vital and most often ignored part by most Advisors………the Distribution Phase. At 70 1/2 all Americans are required to take a Required Minimum Distribution (RMD) from all Qualified Plans.
It’s in the Distribution Phase that client’s need the most help because this is when taxes are due from the Deferral Stage. As the IRA or Plan Participant gets older the RMD’s gets larger, which creates more taxes.
United Solutions Group will come up with a customized distribution plan that will combat this complex problem. First, they will show you what your future distributions will be. Second, they will design a plan that will solve your tax problem, create more income, and ultimately leave more for your heirs.