Retirement Distribution Planning

The accumulation of wealth doesn’t happen by accident, but through foresight, careful planning, and tireless work. The management and preservation of assets requires equally meticulous attention.

At Gudorf Law Group, LLC, we know our clients have not devoted their lives to accumulating wealth for its own sake. Their hard work has been dedicated to ensuring a comfortable retirement and the security of their family’s future. Our work is making sure their hard-won assets are not consumed unnecessarily by taxes.

Federal and state tax laws are complex and ever-evolving. A lack of familiarity with the tax code can lead to retirement planning decisions with a negative tax outcome. Gudorf Law Group employs tax advisors who are well-versed in wealth management and current tax law. Our professionals’ insight and guidance helps our clients, including those with high net worth, preserve the wealth for which they’ve planned and worked all their lives.

Our Experience Serving Your Retirement Goals

Our work is a collaborative process driven by our clients’ circumstances. We begin by listening to each client’s needs and asking questions to elicit the information we need for comprehensive planning. Once we understand fully each client’s position, goals, and concerns, we can tailor our retirement distribution planning advice for that client’s unique needs.

Our professional team includes attorneys, insurance and financial advisors, enrolled agents, and more. We have a breadth and depth of experience in a range of areas relevant to our clients’ varied needs, including:

  • Retirement distribution planning
  • Roth IRA Conversions
  • Family Wealth Transfer Planning
  • Estate Tax Planning and Administration
  • Charitable Estate Planning
  • Net Unrealized Appreciation Strategy
  • IRS Audits, Appeals, and Private Letter Ruling Representation

Gudorf Law Group understands the importance of hard work, attention to detail, and meticulous planning. We look forward to partnering with you for your tax advisory and retirement distribution planning needs. Contact Gudorf Law Group using our online contact form or at 937-898-5583 to schedule a consultation.

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Testimonials

Ted is an intelligent, compassionate, and caring individual who clarifies options, and accomplishes goals set by his clients. Read More
– Cynthia Comer, Realtor, Irongate Inc., Realtors, Was with another company when working with Ted at Gudorf Law Group, LLC

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