Why We’re Different

Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients’ existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients’ lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” to ensure a positive and life-changing planning experience.
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Divorce and the Division of an IRA

If an IRA owner withdraws funds from an IRA and gives them to his or her spouse, this withdrawal is taxable to the IRA owner under regular IRA distribution tax rules and may be subject to pre-age 59 ½ tax penalties (10%). There is one exception; IRA division in divorce. If spouses divorce, there is, […]

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