Retirement Planning

In a perfect world, the retirement planning process begins with your very first job. In reality, most people don’t start planning or saving for life after employment until much later. At whatever stage of life you decide to enter into the retirement planning arena, it is beneficial to seek the advice of qualified accounting & financial services professionals.

At Anstiss & Co., our retirement planning professionals are here to help you understand the tax implications of various retirement options and how to utilize the existing tax structure to your maximum benefit. We want you live as comfortably after employment as you have while working.

We’ll help you answer the important questions, such as:
• Are you receiving the maximum deductions for charitable giving?

• Do you need to sell your principal residence, and when do you need to sell by? What should you do about your other residences?

• Can you really afford to retire?

• How are you going to structure the retirement so that it works best for you?

• Should you convert your traditional IRA to a ROTH IRA?

Every case we work on is different. Therefore, the ability to creatively construct a personalized strategy for retirement is very important. Our team of consulting and planning professionals knows the ins-and-outs of retirement tax laws and their implications regarding retirement plans. This expertise translates into the development of a strategy designed to help you reach your financial requirements for retirement. Our goal is to help you preserve what you have accumulated over the course of your life.

It is important to note that we are not investment advisors. Rather, we’ll work with you and your investment advisors to create a retirement plan that best suits your financial situation.

Retirement Planning

Raymond L. Anstiss, Jr., CPA, MBA
Richard B. Dionne, CPA, MST, CGMA

Featured Team Member
Jeffrey A. Paquin, CPA

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