BostonPremier Wealth, LLC

CONNECT

Address:

51 Mill Street Suite 1
Hanover, MA 02339

Phone:

617-934-1100

Fax/Other:

617-481-0191

Other Services

Risk Management

  • Disability Income Insurance
  • Long-Term Care Insurance
  • Life Insurance
  • Group Health Insurance
  • Insurance Policy Review
  • Policy Status & Loans
  • Group Benefits
  • Key Person Plans

Tax Planning Strategies

  • Strategies to Defer/Reduce Income Taxes
  • Traditional & Roth IRAs
  • Qualified Retirement Saving Plans
  • Asset Liquidation
  • Business Structure
  • Opportunities for Business Owners
  • Executive Benefit Plan Design Assistance

Investment Management

  • Asset Allocation
  • Portfolio Rebalancing
  • Dollar-Cost Averaging
  • Educational Saving Plans
  • Tax-Advantaged Portfolios
  • Options & Restricted Stock

Retirement Planning

  • Required Minimum Distributions
  • Pre-Age 59½ Distribution Strategies
  • Rollover Services
  • Pension Income Alternatives
  • Social Security
  • Annuitization & Income
  • Monte Carlo Analysis
  • Tax-Advantaged Retirement Plans

Estate & Business

  • Review Estate Documents
  • Beneficiary Audits
  • Capital Transfers
  • Planning for Families with Special Needs Children
  • Estate Liquidity
  • Charitable Giving Strategies
  • Business Succession Planning
  • Buy-Sell Arrangements