- Estate Taxes
- Tax Services
- Income TaxRequires us to withdraw a specified amount each year from the IRA, based on our age and the account value, and pay income taxes on it. This particular investor began making withdrawals – in small amounts at first – around 2003, twenty years ago. In subsequent years, the annual required amounts get bigger, as you can see from the downward stair-steps of the Net Investment line. Last year, the RMD was over $65,000. The line has gone deeply into negative territory, showing that this person has withdrawn all of the initial $350,000, plus $260,000 beyond that. Yet because the rate of withdrawals has been moderate, there remains, amazingly, a little over $1 million in the account – not bad considering the period 1994-2022 contains
- Investment Management
- Accounting Services
- Payroll Services
- Financial Planning
- Retirement PlanningOur professionals have been investing portfolios and serving customers for decades, and have gained valuable experience with estate planning, retirement planning, financial decision support, retirement plan administration, and managing family offices. The Monarch team can give you the personal service you are looking for.
- Asset ManagementPast performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. Furthermore, there are no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.