Check the background of this financial professional on FINRA's BrokerCheck.

Solution
When you shift from living on a employer paycheck to living on retirement income, you start thinking about money differently; creating income from your portfolio, your resources, Social Security and pension benefits takes a different approach.
 

As consultants, Percy E. Bolton Associates, Inc. specializes in working with retirees who are seeking a retirement income plan that can provide them with steady cash flow in retirement with flexibility and control. We offer expertise, service and comprehensive advice in addition to a full range of solutions to help you manage your assets and liabilities throughout retirement.  The following is the components of our retirement income solution.

Retirement Policy Statement: Analysis of cash flow, balance sheet, income statement, income taxes, insurance, asset allocation, portfolio analysis, retirement projections and options, withdrawal strategy, spending and legacy goals setting and special needs planning.

Investment Solutions: We help you understand your goals such as asset protection, asset growth and current cash flow. We help you achieve retirement success through diversified investment solutions, constant monitoring and oversight of your assets.

IRA Beneficiary Review:
We review beneficiaries on all accounts both held within and outside our management to ensure a tax-efficient transition to the correct heirs.

Rollover Support: We make rollovers easy by contacting your current investment providers. We assist with completing necessary forms including: distribution and beneficiary forms and IRA account applications. We troubleshoot any problems and track all rollover assets until they are received.

72(t): We can help you make penalty free distributions from your IRA before age 59 1/2. We c
alculate the proper distribution amounts based on IRS guidelines. We also set-up systematic withdrawals and monitor distributions by adjusting them on an annual basis.

Net Unrealized Appreciation (NUA): We help determine your eligibility
for substantial tax savings on highly appreciated company stock, based on IRS guidelines. We oversee of the transfer of company stock to the appropriate accounts and we track the cost basis information for tax filing.

Stretch IRA: We help educate your beneficiaries on the importance of stretching Inherited IRA assets to build substantial family wealth over time. We help you avoid costly errors by overseeing the trustee-to-trustee transfer and proper registration of Inherited IRA assets. Oversee the minimum distributions required by the IRS. We oversee the minimum distributions required by IRS regulations.


Roth IRA: We will help you construct a plan to maximize benefits and compare different scenarios and ways to convert your IRA to a Roth. We help you evaluate and select the best strategy for collecting Roth benefits in line with retirement goals.
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Blog  
 
 
 

 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  626-356-9660, pebmailbox@percybolton.com



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.