Retirement Planning

Retirement Planning

 

Hollis CPA, LLC can help you develop, implement, and administer retirement and profit-sharing plans with an eye toward maximizing tax advantages. We will work with you and financial planners to design and implement a retirement plan. We will develop a financial plan based upon your retirement goals, funding plan, and risk tolerance and work with your financial planners to implement and monitor the actual progress as compared to the plan.

We can also assess your estate planning needs and refer you to attorneys who will draft documents appropriate to your situation. We believe retirement planning is essential for your future. Everyone must provide for his or her own retirement and we will give you the information you need to decide what vehicle to use, e.g., Traditional or Roth IRA, SEP IRA, SIMPLE IRA, etc. We believe in getting rich slowly and assist others in doing the same. We can also assist you with budgeting, savings and debt management.