You’ve worked hard. Now your retirement will work for you.

     Working for Wall Street, NYPD, HRA, DOE? Are you looking to retire in the next few years? Do you have questions about Required Minimum Distributions (RMDs)? Want to know how social security, medicare, 401K, IRA and taxes will affect your retirement? Well, then we’d love to work with you.

     Retirement can be a time of relaxation, reflection, freedom, and adventure. But it can also confuse from a tax perspective! While the traditional notion is that income declines once you are no longer working, this may not be the case if you have retirement accounts requiring you to take Required Minimum Distributions (RMDs).

     Here, your income may actually jump! This dynamic, coupled with the recent changes in the tax law (The Tax Cuts and Jobs Act), means that proper retirement planning is crucial to ensure that you are getting the most out of every dollar that you’ve worked so hard to save!

                               Call us today at (212) 933-9962 to ensure that we optimize your retirement from a tax perspective.

You may also schedule a FREE PHONE CONSULTATION using the form below to receive a call from a retirement planning expert at your convenience.