One Day In July serves a wide variety of clients, both in Vermont and nationwide. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.
With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.
Traditional & Roth Individual Retirement Accounts (IRAs)
Consolidate 401k / 403b / 457 plans from previous employers, and make ongoing contributions to utilize the tax benefits of these accounts.
Individual & Joint Brokerage Accounts
For savings and investments that may not necessarily be for use in retirement.
Revocable & Irrevocable Trust Accounts
Subject to the terms outlined in the trust documents, and can be customized by working with a trust lawyer.
Workplace 401k, 403b and 457 Retirement Accounts
We are able to make investment selections for you inside of your current workplace retirement plan.
Simplified Employee Pensions (SEP IRAs)
A tax deferred account for self-employed individuals and business owners.
Inherited Individual Retirement Accounts
For assets that are passed down from generation to generation.
Simple Individual Retirement Accounts (Simple IRAs)
A retirement savings plan that most small businesses with 100 or fewer employees have the option to use.
Business & Non Profit Brokerage Accounts
S Corporation and C Corporation, LLC, Sole Proprietorship, Partnership.
If you are a business owner, we can also help establish and advise a 401k or 403b plan for your employees.
Get Started Today.
v 2.4.67 | © One Day In July LLC. All Rights Reserved.
