Retirement Planning

Retirement Planning

 It is never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Specialized guidance and support from a CPA financial planner can help you develop a plan that delivers a secure and comfortable retirement and peace of mind during your pre-retirement years, including:

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  • Review expenses that will be,  or are likely to be, incurred during your retirement and create a plan to eliminate any shortfall between income and expenses.

  • Identify the primary sources of retirement income that you have or should have and calculate the savings required for you to retire at a specific age and achieve your desired lifestyle.

  • Create strategies for preserving and growing retirement account balances and distribution amounts

  • Recommend a diverse range of tax-efficient financial tools – IRAs, 401(k)s, investments and tax-sheltered opportunities -  that are best suited to your age and retirement time frame

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