Retirement Planning

Robert D. Shannon CPA Can Make Retirement Planning Easy

A couple thinking of retirement planningRetirement can be a great time in your life, but not if you are worried about outliving your money. Having a realistic and well-laid plan ensures that you can enjoy this phase of your life the way it was meant to be – stress-free.

Planning for your retirement years is has a lot to do with financial projections but it also has a lot to do with your goals and future needs. Will you have adult children in college? Will your home be paid off? What do you plan to do with your time once you aren’t working anymore? Will you travel? Start a business? Robert D. Shannon CPA can help you sort through these questions to determine exactly how much money you’ll need to accomplish your goals during your golden years.

Robert D. Shannon, CPA, can help with all of your retirement planning needs. We work with retirees to help them understand their finances, and preserve their nest eggs to ensure a high quality of life. Working closely with brokers and attorneys we also help with estate planning and establishing retirement accounts. You’ve worried about money your entire working life. Your retirement should be a time where you know things are taken care of.

Our goal is to give you peace of mind throughout the retirement planning process and beyond.

Our Retirement Planning Services Include

  • Tax projections to determine the required minimum distribution to be withdrawn as required by law
  • Tax projections to ensure that the minimum distributions have sufficient withholdings to cover resulting liabilities
  • Work with brokers and attorneys to review plan documents and other qualified plan balances on estate planning including plans to pass IRAs on to beneficiaries
  • Assist with filing forms 5500 and 5500EZ

Contact Robert D. Shannon CPA today for more information on our retirement planning services. Don’t wait for the future to arrive to start planning for it. Call 734-369-1100