Retirement Account
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Traditional IRA Contributions
Roth IRA Substantially Equal Periodic Distributions
SEP IRA Distributions
Coverdell Education Accounts Required Minimum Distributions
Health Savings Accounts Roth Conversions
Qualified Pension Plans Direct Rollovers
401(k) Tax Deductions
Profit Sharing Plans Other
Money Purchase Plans                    


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e Consulting Categories
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Coverdell Education Savings Accounts
  • Health Savings Accounts
  • Qualified Pension Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Money Purchase Plans
Meet the Consultant

Attorney James Carlson assists individuals who have a question(s) with respect to the above categories, in addition to other tax preferred accounts.

Jim has worked with IRAs and other tax preferred plans since 1977, and is familiar with the rapidly changing tax laws.

Jim is also the author of the monthly publication "The Pension Digest".












Copyright © 2008 Collin W. Fritz & Associates. Ltd.
" The Pension Specialists"