December 1, 2013

Investment Strategies: How to make the most of Your Retirement Savings

By The Investment Strategies Committee

Saving for retirement is important, but using your retirement funds in a tax efficient manner is equally important. Many lawyers and their clients have retirement assets in both tax-deferred retirement accounts such as IRAs and in taxable accounts. What types of investments should be made in each account, and which accounts should retirement funds be withdrawn from? To get some answers to these questions, Bruce A. Mann, chair of the Investment Strategies Committee, interviewed Richard S. Kinyon, senior counsel of Morrison & Foerster, who specializes in tax and estate planning, and Katherine A. Simmonds, director of Financial Planning for Stanford Investment Group, who specializes in advising and working with lawyers and law firms nationwide.


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