Tuesday, September 4, 2018

Is the Next Year the Big Year?

Have you determined that 2018 will be the final year that you work full-time?  If so, this upcoming fourth quarter would be a perfect time to plan for it.  Health of course is an issue, but just as important to a stress-free retirement is and will continue to be your financial situation.  So, why not prepare now…even if you are two years away?

Maybe you have thought ahead by stashing available dollars in a 401(k) or an IRA.  What happens when you start distributing this cash?  Have you carefully planned for the tax ramifications?  Prudent planning can reduce those effects.  Perhaps a strategy known as “discounted retirement” is right for you.

Make an appointment and we will begin sorting it out before the busy tax season arrives.  Mike Mathews is a Certified Public Accountant who has been serving the Las Vegas area for decades.  He will discuss your specific retirement plans and dreams with you at his office located at 2620 Regatta Drive Suite 102 in the Northwest.  Call ahead at (702) 240-5237.

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