IRA Rollovers
Moving money from your qualified plan into an IRA is generally very straight forward. We can help make
this process as simple as possible. There are circumstances, however, that require extreme care. If your
plan contains company stock, is an ESOP, a 457, or other unique qualified plan, we must plan carefully
so as to limit your current or future tax burden. When necessary we can work with your tax professional
to ensure that your plan is moved into the appropriate type of account.
this process as simple as possible. There are circumstances, however, that require extreme care. If your
plan contains company stock, is an ESOP, a 457, or other unique qualified plan, we must plan carefully
so as to limit your current or future tax burden. When necessary we can work with your tax professional
to ensure that your plan is moved into the appropriate type of account.
IRAs offer unique opportunities from a tax perspective. Depending on your age and income we may be
able to suggest strategies to move assets from a traditional IRA to Roth IRA and minimize the overall tax
impact.
able to suggest strategies to move assets from a traditional IRA to Roth IRA and minimize the overall tax
impact.
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Kodiak Investment Management LLC
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We can also use your IRA’s tax deferral feature. We may be able to reduce present taxes while still
positioning for growth by carefully choosing which assets to hold in your IRA and which to hold in your
taxable account. While we do not give tax or legal advice, we design your portfolio with the tax impact in
mind.
positioning for growth by carefully choosing which assets to hold in your IRA and which to hold in your
taxable account. While we do not give tax or legal advice, we design your portfolio with the tax impact in
mind.
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