Case Studies | Wealthmark Advisors

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Avoiding Social Security Mistakes

Charlie and Ann were both 66 years old when Charlie passed away. At the time, neither of them was collecting a Social Security benefit. Shortly after the funeral, Ann came in to meet with . . .

A Path to Tax-Free Income

Our client David (not his real name) retired back in 2009 when he was 62. His 401(k) retirement plan at that time was worth about $800,000, which he rolled over to us into a self-directed IRA . . .

Company Stock Conundrum

One of our clients, Robert (not his real name), was getting ready to retire from a job he held with a private engineering firm in 2013. What made his pending retirement unique was the way his 401(k) plan was invested. Of the $750,000 in his plan, $300,000 of it was in company stock.

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