SUPERCPA℠ Retirement Planning

People entering retirement are facing concerns that retirees did not face twenty to thirty years ago. Unlike your parents and the generations of the past who had their retirement funded mostly with guarantees made by their employers, the assets you have accumulated may be your primary source of cash flow in retirement.

• Pursue retirement income needs, desires, and expenses
• Plan for maintaining lifestyle choices and priorities
• Plan for the funding of long-term goals & aspirations for travel, healthcare, estate planning, charitable giving and other goals

• Retirement Income Planning
• 401 (k)/ IRA Rollovers
• Tradition and Roth IRAs
• SEP IRAs
• Simple IRAs