Your Values ~ Our Guidance
Your Family ~ Our Experience
Your Legacy ~ Our Commitment

Retirement Planning

Estate Planning Law Firm Serving Families and Individuals in Thousand Oaks and Conejo Valley

Retirement can be years away, just around the corner, or already a part of your everyday life. You also could be inheriting a retirement account from a spouse, parent or friend. In any of these situations there are important issues to consider when planning for retirement and decisions to make especially because retirement assets are generally 100% income taxable!

7 Considerations for Retirement Planning

  1. Should I have a regular IRA or a Roth IRA?
  2. Who should be my primary and contingent beneficiaries?
  3. How can I best STRETCH my retirement for me and my heirs?
  4. Is there any asset protection for my retirement?
  5. What is an IRA TRUST and how could it benefit me?
  6. What required minimum distributions might be applicable?
  7. Can I withdraw from my retirement account without penalty?

retirement planning for financial accounts

Your retirement funds are valuable assets and deserve special attention. There are retirement planning tools that can maximize your retirement in total dollar payout and protect these funds from unwanted depletion.

Let Family Security Law Group, APC create a MY PROTECTED RETIREMENT PLAN™ for you and your family. A My Protected Retirement Plan™ incorporates your retirement objectives into appropriate legal documents affording your retirement nest egg the protections you desire. Family Security Law Group, APC is your only source for a My Protected Retirement Plan™.

Our attorneys are here to discuss your questions and participate in the retirement planning process. We enjoy working in concert with your accountant and financial advisors so all aspects of your retirement future are professionally addressed. Read more about how our law firm works as a team with professional advisors.

Please give us a call!

Copyright © Family Security Law Group, APC. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.

Ask a Question!
Contact Us



Our Team is constantly monitoring information provided by the Centers for Disease Control and Prevention (CDC), along with local and state agencies to help ensure that the actions we take are within protocol.

We are actively working with our staff members right now to ensure their safety, and the safety of our clients.

With that said, you have the option to request an over-the-phone consultation. Please let us know if you have any questions!