RETIREMENT
Where will your retirement income come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. LSC | LongSchaefer CPA PFS is the retirement planning near you in Greater Cincinnati.
Retirement Planning is complex and may involve many of the following:
- 401k Planning, Discretionary Profit-Sharing, SEP, SIMPLE, Traditional and Roth IRS, Cash Balance Plans, Defined Benefit Plans
- College Savings Plans, 529 Plans
- Estate Strategy Facilitation
- Investment Planning
- Disability Planning
- Long-term Care Insurance
- Permanent Life Insurance
- Asset Based Care
- Personal Financial Statement
Cultivate Smart Money
Every financial journey is unique. Our Accounting, Tax Strategy & Financial professionals are here to empower you to address your goals and pursue life on your own terms.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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