Retirement Planning

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Are you ready for retirement?

Are you ready for your retirement? I can help you formulate a plan for your future.

Retirement Planning

There are many different types of retirement plans available, including an Individual Retirement Account (IRA) and a 401(k) plan. Most plans have different rules and guidelines, including details such as when the money can be withdrawn. For this reason, it is important to enlist a professional tax accountant. Our staff can assist you with your retirement planning needs.

Retirement Pensions

With the future of Social Security uncertain and company pension plans being cut back, careful management of your 401(k) becomes very important. Here are some basic guidelines to help you make the most of your retirement investments:

*Start Early
*Be Willing to Take Some Risks
*Don’t Invest Too Much in Your Own Company’s Stock
*Don’t Be Quick To Borrow from Your 401(k)
*Don’t Raid Your 401(k) When Your Job Changes
*Review Your Portfolio at Least Once a Year