Traditional, Roth, SEP, and SIMPLE Individual Retirement Accounts.
401(k) rollovers and qualified-plan consolidation, accompanied by a written rollover analysis as required under Reg BI and the DOL Fiduciary Rule.
Retirement-income, drawdown, and Required Minimum Distribution planning.
Beneficiary planning and inherited-IRA strategies, coordinated with the client’s estate counsel and tax advisor.
How We Work
Before we recommend any qualified-plan rollover to the firm, we document a written comparison of the existing plan to the proposed Corinthian account, covering investment options, fees, services, and any applicable protections. The comparison is provided to the client, in writing, before any action is taken.
Corinthian Partners, L.L.C. is a broker-dealer registered with the U.S. Securities and Exchange Commission and a member of FINRA and SIPC. Advisory services offered through Corinthian Partners Asset Management, LLC, an SEC-registered investment adviser. Accounts carried on a fully disclosed basis by RBC Capital Markets, LLC. Check the background of our firm on FINRA BrokerCheck (CRD # 38912). Securities investments are subject to risk, including possible loss of principal, and are not FDIC-insured.
