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IRA & Retirement Planning

Proper retirement planning is an essential part of your future and your family’s well-being. If your goal is to preserve wealth and minimize problems for your spouse, children, grandchildren and extended family, you need an estate planning strategy that is well thought out and tailored to your particular situation. You need the advice of an experienced attorney who respects your values, understands your family and knows how to help you plan your retirement assets and accounts. That’s where we come in.

Seeking To Minimize Risk And Maximize Return?

The attorneys at Cohen & Cohen Law Group, P.C., based in Forest Hills, New York, have extensive experience in the area of retirement planning for couples, families and individuals. If you are seeking to minimize risk and maximize return with regard to your savings and investments, talk to a Queens retirement planning lawyer at our firm. We can help you explore your options for:

  • Reducing your tax exposure when assets are transferred and/or distributed
  • Planning distributions to maximize your retirement income and meet expenses
  • Designating beneficiaries
  • Financial planning and professional management of your investments
  • Using a trust, if applicable

Our firm can help you achieve your goals with regard to your retirement accounts and investments, including IRAs, 401(k)s, mutual funds, stocks, bonds and pensions.

Contact Us | The Consultation Is Free And Personalized

Need experienced estate planning help in New York? Cohen & Cohen Law Group, P.C. is here for you. Call 800-247-8164 or contact the firm by email to learn more.