Retirement & Pension Plans

These days, retirement isn't simply a matter of deciding not to go into the office anymore. You've got some critical questions to answer like...

"What happens to the business when you're no longer running it?" and

"Will you have enough money to retire?"

Retirement planning should be a priority for any family!

We will discuss with you:

  • Pre- and post-retirement investment and financial tax planning money management tips to fit your strategies and tactics to the current tax, economic, and political environment
  • Understand the best ways to pass an IRA on to a beneficiary and avoiding the pitfalls
  • Taking your IRA early and avoiding penalties
  • Rollovers: Planning and pitfalls
  • Regular, nondeductible, and Roth IRAs; Limits, benefits, and rules
  • SIMPLEs and SEPs: The other kind of IRA
  • How to take advantage of the final minimum distribution regulations
  • Splitting an IRA into multiple IRAs for significant tax benefits
  • Deciding which IRA and pension plan to choose

Unlimited Consultations

We are always available to spend time with you, so feel free to contact us whenever you have a question or concern about your accounting, tax or financial planning needs.

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Certified Public Accountants | 1200 Bustleton Pike | Suite 3 | Feasterville, PA 19053 | 215-322-2664 | Site Map