Retirement Planning

TRAC has strategic relationships with professionals that specialize in retirement plans and employee benefit programs.  Through these strategic relationships we can focus on the design, consulting, implementation, compliance, and administration of retirement plans that allows our corporate clients to shelter compensation and profit from taxation and to provide an important and valued benefit to their employees.

Retirement Planning
  • Roth IRAs, Traditional IRAs
  • 401k Rollovers
  • 401(k), 403(b) or 457 investment advice
  • Variable Annuities, Fixed Annuities
  • Evaluate pension plan structures, IRAs, Roth IRAs or qualified plans
  • Analyze distribution options for pensions
  • Calculate retirement plan benefits, including Social Security
  • Calculate IRS required minimum distributions (RMDs) and provide information on the related regulations