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SUPERCPAâ„  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.

How we can help:

  • 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

Types of retirement plans we can assist you with:

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  610-964-1344