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Retirement Assets & Estate Planning

In this section we will talk about: 

  1. Critical laws governing retirement plans and IRAs with the SECURE Act and SECURE 2.0 update;
  2. Types of retirement plans and IRAs and contribution rules 
  3. Working with Account Custodians and "Lost and Found" Accounts Database 
  4. Conversion, Taxation and Rollover Rules 
  5. Beneficiary Designations and Inherited IRAs 
  6. Required Minimum Distributions, Minimum Retirement Age and Early Withdrawals 

I hope you enjoy and can use this information for planning.  None of the information on this website is legal advice. 

If you would like to have a consultation regarding any of the topics, please contact me at 307.200.1914. 


I offer a consultation over the telephone. I further offer a diagnostic interview in which we will meet in person and go over your documents.