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retirement Retirement Planning and Rollovers

Once you’ve been diligently working for approximately 45 years, you’re probably looking forward to finishing your career. You’ll finally have time to enjoy the hobbies you’ve put aside throughout the years. You’ll be able to spend quality time with family and friends. But you can have the future you’re envisioning only if you start saving up for it today. Have you invested in your future retirement yet?

Many businesses recently eliminated company sponsored retirement programs. Employees will now have to find alternate ways to set aside their special savings. With the help of our CPA team, you will know what to expect. We’ll help you plan ahead for a wonderful future. We offer advice on budgeting, managing present and future finances, and taxes.

Common Questions About Retirement

We hear many similar questions when we meet one-on-one with clients interested in investing in their future retirement. We often hear:

  • Will my current program allow me to retire when I’m ready?
  • Will I be able to lead the kind of retirement I want?
  • Do I have a serious savings program with a clear plan?
  • Does my current program earn a fair return?

Don’t be concerned; we have the answers you are looking for! We will discuss your options and record your financial goals. Our desire is to help you plan ahead for a great future without making the present unbearable. We provide a wide variety of annuities, life settlements, and viaticals to service your IRA, Keogh, and SEP retirements. We also rollover 401Ks, pensions, thrifts, and IRAs. With each program, we help you decide if it’s wiser to pay taxes on your income during your career or after you stop working. We want you to make wise  financial decisions and we provide the resources for you to do just that.

If you have any concerns about your retirement programs, call us at (315) 331-792 and we’ll gladly answer any questions.  You can also fill out the form on the Contact Us page for additional assistance.