As of November 1st, 2023 we offer numerous account structures to support a wide range of client goals.
- IRA Accounts (Roth, Sep, Simple, Solo, Regular, and Beneficiary),
- Accounts designed to set funds aside for minors, including UTMA and UGMA accounts,
- Taxable accounts for individuals, two-person households, and trusts, and
- Business accounts for C corporations, S corporations, and LLCs.
At the moment, one notable omission from this is 529 and Coverdell savings accounts, which are designed to help families save for college expenses. In the event such a structure were appropriate for one of our clients, we would seek to refer them to an external service provider.