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Bennett Associates

Our Services

Retirement Planning

  • Retirement Goal Setting

  • IRA Contributions

  • Cash Flow Analysis

  • RMD and Withdrawal Strategies

  • Roth Conversions

  • Social Security Analysis

  • Annuity and Pension Analysis

Investment Planning

  • Review of Portfolio Positions

  • Asset Allocation

  • Withdrawal Strategies

  • Stock Concentration

  • Account Consolidation

  • Monitor Outside Accounts such as 401(k) etc

Tax Planning

  • Tax Sensitive Investing

  • Review Realized and Unrealized Gains

  • Review Cost Basis

  • Tax Loss Harvesting

  • Potential Roth Conversions

  • Tax Return Review

Trust & Estate Planning

  • Minimize Estate Taxes

  • Analyze Trust Needs

  • Analyze stepped up cost-basis for highly appreciated assets

Assistance to Others

  • 529 College Savings Plans

  • Gifting

  • Charitable Giving with Qualified Charitable Distributions (QCDs)

  • Charitable Giving of appreciated assets

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