Distributions from Plans

Receiving a distribution from a qualified or a non-qualified retirement plan is a complex decision for even the most sophisticated of our clients. Presented with difficult choices at an early retirement window, or upon the termination, disability or the death of their spouse, our clients’ decisions affect the income stream for the survivor or their retirement income for a long time.

Zeigler and Associates brings years of experience in guiding our clients’ decisions at these critical times. Our comprehensive review includes looking at their present and future income needs, their health plans, their retirement living plans, as well as the monetary values and income tax consequences of their choices. This analysis is key toward making the best possible short term and long term choices for our individual clients or together as a couple.

Our clients receive the peace of mind in knowing that they thoroughly understand their choices while making the best decision for themselves and their families.