{"id":4618,"date":"2021-12-15T17:51:38","date_gmt":"2021-12-15T22:51:38","guid":{"rendered":"https:\/\/aademo5.com\/services\/investment-services\/"},"modified":"2022-11-16T11:31:41","modified_gmt":"2022-11-16T16:31:41","slug":"investment-services","status":"publish","type":"services","link":"https:\/\/aademo5.com\/services\/investment-services\/","title":{"rendered":"Investment Services"},"content":{"rendered":"<h2>Investment Management Services<\/h2>\n<p>We not only specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies, but we also provide a wide range of investment management services.<\/p>\n<h2>401(k) &amp; IRA Rollovers and Conversions<\/h2>\n<p>One of the most important and misunderstood aspects of owning an IRA or 401(k) is how you should approach taking income or withdrawals from those accounts. If you don\u2019t know the rules, you can end up paying more in taxes than you have to. We can help you determine if rolling over a qualified retirement plan into an IRA makes sense for you.<\/p>\n<h2>Life Insurance and Long-Term Care<\/h2>\n<p>You can\u2019t control all the circumstances that might shake your financial stability, but you can take steps to help improve your financial resilience in retirement, and life insurance is one of those things. We can help ensure you have the right insurance policies in place to help protect you from the unexpected.<\/p>\n<h2>Tax Planning<\/h2>\n<p>You may leave behind a lot of things when you retire, but your tax burden isn\u2019t one of them. In fact, without proper income tax reduction strategies, they can potentially be an even bigger burden in retirement. We\u2019ll explain how withdrawals, distributions, and tax-deferred accounts can impact your taxes in retirement\u2014so you don\u2019t pay any more in taxes than you\u2019re legally obligated to.<\/p>\n<h2>Estate &amp; Legacy Planning<\/h2>\n<p>Effective estate planning involves much more than having a last will and testament. Estate planning can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning. Through our connections with qualified attorneys in the area, we can help ensure that you have a well-thought-out estate plan in place.<\/p>\n","protected":false},"featured_media":4630,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Services - AADemo3<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Services - AADemo3\" \/>\n<meta property=\"og:description\" content=\"Investment Management Services We not only specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies, but we also provide a wide range of investment management services. 401(k) &amp; 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