Minimum Distribution Planning
At Green & Seifter Certified Public Accountants, PLLC, our experienced professionals can assist you in distribution planning by explaining the myriad of choices, preparing the necessary paperwork, and coordinating your wishes with the custodian of your funds.There are irrevocable decisions that you must make when you reach age 70 ½ and have to begin making distributions from your retirement accounts. Beneficiary designations, as well as recalculation vs. non-recalculation of life expectancy elections made at this time, will determine the amount and timing of distributions during your lifetime, the ultimate disposition of your retirement assets, and the future taxation to those that receive the money after your death.
Professionals specializing in minimum distribution planning:
Craig S. Christo, Manager