Home > 401(k) Plans

Be WELLthy Blog

Inheriting an IRA? Here’s What to Do Next

Jun 20, 2018 |

An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.

January 12, 2018 |

Is a Personal CFO Right for You?

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.