Good News for Advisors of IRAs and Qualified Retirement Plans: Choate’s Bible Now is Available in the Cloud
It has been estimated that there is over $28 billion in qualified retirement plans (QRPs) and Individual Retirement Accounts (IRAs) for Americans. These arrangements offer tremendous financial benefits for the QRP participants and IRA owners.
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Matthew Blattmachr is the President and CEO at Peak Trust Company. He is an active member of the Trust Committee and is responsible for managing account opening, administration and review, in addition to client and vendor relationship management, reviewing and approving trust documents, performing trust and estate administration, discretionary distributions, and performing private foundation creation and administration. Matthew is also on the Board of the Anchorage Senior Center Endowment Fund.
Matthew holds a Master’s in Business Administration from Alaska Pacific University, a Bachelor degree from the University of Alaska Anchorage, a CFP designation from the College of Financial Planning, and has earned a Certified Fiduciary & Investment Risk Management Specialist designation from the Cannon Financial Institute.
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