Retirement accounts in Lincoln, Rhode Island

Lincoln Capital Corporation, located at 40 Westminster Street in Providence, Rhode Island, is a finance institution led by financial advisor Alexander Albert, CFP. Since its establishment in 1991, Lincoln Capital has been dedicated to providing clients with objective financial advice and personalized guidance in a fiduciary manner. Their team works with individuals, professionals, and small business owners nationwide to help them achieve their financial goals. With a focus on client interests, Lincoln Capital offers expertise in portfolio management, value-oriented investment strategies, and comprehensive wealth management services through partnerships with leading trust and financial companies. Their services are designed to assist clients in reaching their individual financial objectives while providing cost-effective solutions.

Susan Gershkoff, Esq., Ltd. is a law firm located at 132 Old River Road in Lincoln, Rhode Island, United States. Specializing in estate planning, they believe that creating an effective estate plan is crucial for the well-being of your loved ones. They offer a 10% discount on fees for all veterans and their families. The firm also educates clients on the SECURE ACT of Congress, which impacts retirement accounts and requires beneficiaries to withdraw Required Minimum Distributions within ten years of the plan owner's passing. They emphasize the importance of reviewing retirement account beneficiary designations to ensure they align with the new regulations.