Retirement Planning

Retirement Planning

As your trusted CPA, my obligation is to make sure we are doing everything we can to protect you from heavy, immediate and unnecessary taxation. I am pleased to announce that I am associated with “SECURE WEALTH PLANNING GROUP”, an organization that supports tax and accounting professionals in helping clients preserve, protect and defend their hard-earned retirement dollars. Chances are you aren’t doing everything you can to grow your nest egg into a financial windfall even if you are consulting a financial advisor.

Recently, I spent time educating myself about the importance of focusing on tax issues pertaining to distribution planning for my clients’ retirement accounts. I made the important decision to help my clients get the most out of their IRAs, 401(K) and other qualified accounts by adding a comprehensive action plan. This new service is completely FREE so there is no reason not to take advantage of this indispensable planning solution.

To start the process, I have attached a Retirement Evaluation Checklist and Beneficiary Review Checklist below. Click on the fillable forms below and complete them as best as you can. Once finished, save them as a PDF document and mail them over to me. Do not hesitate to reach out with any questions as I cannot stress enough the importance of doing this for you and your family’s future.