Now is the future.

Whether you are a corporation, partnership, or self-employed individual, we help you understand the state and federal tax laws that affect future retirement for both you and your employees.

We also believe that everyone on your team should work as a team. We collaborate with you, your CPA, and any other counsel to design, adopt, and administer a deferred compensation plan that meets the needs of your goals, now and years from now.

Our counsel includes:

• 401Ks

• IRAs

• Pension plans

• Rollover strategy

• Early withdrawal

• Age-limited elections

• Beneficiary designations

• Coordinating retirement with estate planning

Retirement planning attorneys

Ron D. Bailey

Peter J. Duffy

Philip N. Jones