It is never too EARLY to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Specialized guidance and support from James L. Hintzke, CPA can help you develop a plan that delivers a secure and comfortable retirement and peace of mind during your pre-retirement years. I do not sell investments, just advice!
James L. Hintzke, CPA can assist to answer your retirement planning questions.
I can help you review expenses that will be, or likely to be, incurred during your retirement and create a plan to eliminate any shortfall between income and expenses.
I can help you identify the primary sources of retirement income that you have or should have and calculate the savings required for you to retire at a specific age and achieve your desired lifestyle.
I can create strategies for preserving and growing retirement account balances and distribution amounts.
I can help you develop a back-up plan that responds to unpredictable and unfortunate events, such as death or disability of an income-generating spouse, which can undermine even the best-laid retirement plans.
OUR WISCONSIN RETIREMENT PLANNING AND COUNSELING SERVICES:Choosing a beneficiary for your IRA or 401(k) plan
Borrowing or withdrawing money from your 401(k) plan
Closing a retirement income gap
Taking advantage of employer-sponsored retirement plans
Comparison of Traditional IRA's and ROTH IRA's
Calculating Required Minimum Distributions (RMD's)
Inheriting an IRA or employer-sponsored plan
IRA errors to avoid
ROTH IRA’s as an Estate Planning Tool
Determining how IRA distributions will be taxed