Estate planning can be overwhelming. Before you make an appointment with your attorney it’s a good idea to look at your situation and if needed, talk to your advisor. Here are some tips on how to get your financial matters organized.
Patrick Meyer is a Fiduciary Investment Adviser for Unified Trust Company. He joined Unified Trust Company in 2009. Mr. Meyer has over 20 years of experience serving the investment and retirement needs of affluent clients and not-for-profit organizations.
He holds a BSBA in Finance and Economics and an MBA from Rockhurst University in Kansas City, Missouri. He also holds a Juris Doctorate degree from the University of Missouri at Kansas City. Mr. Meyer was awarded the Certified Financial Planner® designation in 1996, the Accredited Investment Fiduciary® designation in 2009 and the Certified Trust Financial Advisor designation in 2013. He is a member of the Missouri and Kansas Bar Associations.
Mr. Meyer serves on the Wealth Management Trust Investment Committee and is leading projects to advance Unified Trust’s retirement income solutions.
Mr. Meyer has been married for 30 years. He enjoys sailing on the Chesapeake Bay and hiking the Appalachian Trail.
Blog Posts From This Team Member
If you are over 70 ½ and have a traditional IRA or a qualified plan account like a 401(k), the tax rules require you to take withdrawals from your account annually. In most cases you pay income taxes on the RMD amount. But what you do with the distribution – the money itself – is your choice. Here are a few thoughts on what to do with your RMD.