almega group

Tax Planning

Since 1985, Mike Raitt, CPA has been providing quality, personalized financial guidance to local individuals and businesses. Mike Raitt, CPA’s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements and financial planning.

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Although retirement may seem like a distant point on the horizon, you get a little closer to it with every passing day. It’s critical to remember that progress happens incrementally, not exponentially, which means now is the time to make a plan.

You need to consider how much income you’ll need every year during retirement, how you might arrive at this goal and how you can protect yourself from both the unexpected … and the expected.

It’s hard to know exactly what the future will bring but there are some things it seems safe to count on; the market will always have periods of volatility and the government will always levy taxes. Consequently, you need to craft a retirement plan that doesn’t lose ground to taxation – either during your working years as it accumulates or during your retirement as you distribute it.

While IRAs and 401(k)s can lose momentum due to taxation, there’s a financial product that does not; life insurance. Call now to learn how you can arrive at the tax-free or tax-reduced retirement destination you deserve!