If you have a question, give us a call. No matter how big or how small, we can handle it all. To be sure you make the maximum annual contribution, adjust the amount withheld from your paycheck accordingly. When setting up your retirement program, beware of the beneficiary designation form. Some applications do not give you enough space to name all the beneficiaries that you desire.
Many accountants view their goal as minimizing their clients' taxes.
I like to see my clients pay more taxes - because their earnings and profits are increasing dramatically. I can make a major difference in achieving those profits. Talk to me and find out more. Virtually any investment can have some risk associated with it. The stock market can rise and fall.