Richard P. Slaughter Associates

Clear thinking for complex financial decisions.

Wealth Transitions

Navigating Sudden Liquidity: What to Do When a Large Sum Arrives

Wealth Transitions

Inherited Wealth: What Needs Attention First and What Can Wait

Wealth Strategy & Protection

True Wealth Management Goes Beyond the Portfolio

Wealth Transitions

Divorce and Your Financial Plan: What Changes and in What Order

Wealth Transitions

After a Spouse Passes: The Financial Decisions That Cannot Wait

Retirement & Income

Turning Irregular Wealth Into a Reliable Income Plan

Retirement & Income

Social Security Timing: How to Optimize the Decision for Your Household

Retirement & Income

Sequence-of-Returns Risk: Protecting Your Income Plan in Early Retirement

Retirement & Income

RMDs: What They Are, When They Start, and How to Manage Them

Retirement & Income

Creating Retirement Income From Your Portfolio

Tax & Planning Strategy

Roth Conversions: Using Low-Income Years Before RMDs Begin

Tax & Planning Strategy

Multi-Year Tax Projection: Why We Plan Further Out Than Most Advisors

Tax & Planning Strategy

Inherited IRAs and the 10-Year Distribution Rule: How to Plan Ahead

Business & Exit Planning

Equity Compensation for Executives: RSUs, NQSOs, and Concentrated Stock