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Cash Management


Everyone needs cash to pay their bills and handle daily expenses. Your Moneta Family CFO makes sure your liquid assets are allocated wisely and that your reserves are productively invested. For those nearing, or already in retirement, figuring out how to harvest cash from your portfolio to pay daily living expenses can be daunting. Moneta will help craft a plan for the orderly liquidation of your portfolio as needed, and will also recommend from which accounts (IRA, 401(k), annuity, taxable savings, etc) the monies should be drawn. This analysis is done in concert with your overall investment plan and within the context of your current tax situation. We have found proper distribution strategies have a significant impact on the amount of money you can spend in retirement.

As an added service for clients who travel extensively or have limited time resources, Moneta can provide the convenience of bill-paying services.