The team at Cohen & Burnett P.C. knows that you have concerns over how to safeguard your retirement nest egg from creditor and business risk. We work with you from an advisory standpoint to help you take the necessary steps to increase the protection of your retirement assets. This plan is achieved by applying statutory and regulatory safeguards that are most suitable to your needs.

For business owners, we advise you on pension or retirement plans for yourself and your employees looking to safeguard their IRA, 401(k), 403(b), 457, or other retirement plans, including deferred compensation. Further, we provide assistance to clients on the following:

  • Plan distribution optimization
  • Lump sum distributions
  • Impact of pension plans on estate taxes
COMMITMENT TO EXCELLENCE IN ESTATE AND TAX LAW SINCE 1990