I have many different types of accounts®taxable accounts 401(k)s, and IRAs. Can you put together a coordinated investment plan for all of these accounts?
One of our many strengths is to be able to put together a coordinated investment plan across all of a client’s accounts. We use a “tops-down” approach to develop the overall asset allocation, then determine which particular investments are suited for which types of accounts. For example, tax-inefficient investments such as bonds are best suited for tax-deferred accounts, such as IRAs and 401(k)s. Then, we use Albridge Wealth Reporting to pull off of our clients’ accounts—TD Ameritrade Accounts, 401(k) accounts, annuities, etc. into one concise report so our clients know exactly what there investments are and how they fit together.
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