Financial Planning Consulting

Avoid Costly Oversights with Brentmark’s Results-Oriented Consulting Service

Brentmark provides technical consultation on the rules and regulations that govern Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Defined Contribution plans including 401(k)s, and 403(b)s.

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Consulting Services Oversee:

  • Explanations of the rules and regulations that govern the aforementioned accounts.
  • Contributions
  • Distributions (including In-service withdrawals, NUA, beneficiary)
  • Distribution options and required minimum distributions
  • Rollover and transfers
  • Transfers due to divorce and QDROs
  • Roth conversions, rollovers
  • RMD calculations
  • Correcting mistakes

Maximize Your Employer Retirement Plan

We can also help you to determine retirement (employer) plan suitability for small business owners, and reviewing plan documents to determine features and provisions.

Estate Planning Tools Software

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