Pension & Retirement Planning

We assist our clients in evaluating and determining their retirement goals. There are many tax-advantaged retirement vehicles and we help each client determine which ones are best for them. We assist clients in evaluating Traditional vs. ROTH IRAs, 401K plans, Simple plans, SEP plans, defined contribution plans, defined benefit plans, and cash balance plans. Based on each client’s current and projected tax bracket we analyze whether pre-tax or post-tax contributions are most advantageous. We also assist our clients with retirement distribution planning, based on their cash flow needs and tax objectives.

Our retirement services include:

Retirement planning

Education planning

Wealth transfers

Inheritance planning

Beneficiary accounting and tax

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