Portfolio Design Services, LLC

Independent Investment Advisers

Thoughtful advice based on disciplined investment philosophy

Portfolio Design Services, LLC is a wealth management firm of independent registered investment advisors. We design investment portfolios for households, endowments and institutional retirement plans. We are committed to understanding our client’s goals and creating investment portfolios that reflect those goals. A clear investment strategy offers peace of mind and the freedom to pursue more meaningful endeavors.

Households

Retirement accounts, taxed advantage accounts, charitable giving, and inheritance
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Businesses

Retirement accounts, taxed advantage accounts, charitable giving
and inheritance
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Foundations & Non-Profits

Endowments, reserve
funds, 403(b) and
457 plans
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How and Why to Use ROTH IRAs in Estate Planning

Did you know that ROTH IRAs can be an effective estate planning tool?  When the SECURE Act (Setting Every Community Up for Retirement Enhancement) went into effect at the beginning of 2020, it brought with it some significant changes to Inherited IRAs, in particular for non-spousal beneficiaries.  These changes can significantly impact the tax implications to beneficiaries and erode the value of the account.  Roger Wohlner and ThinkAdvisor address this topic in our latest blog post: How and Why to Use ROTH IRAs in Estate Planning.