New Berlin & Rhinelander CPA Retirement Planning and Counseling

I PLAN AS THOUGH YOUR RETIREMENT IS TOMORROW!

It is never too EARLY to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Specialized guidance and support from James L. Hintzke, CPA can help you develop a plan that delivers a secure and comfortable retirement and peace of mind during your retirement years. I do not sell investments, just advice!

Do You Want to Retire?

Can you afford retirement?

James L. Hintzke, CPA can assist in answering your retirement planning questions.

Retirement planning is a lifelong process. If you are a long way from retirement, your planning will give you a rough estimate of the resources you need and what you must do to accumulate them. As you get closer to retirement, your estimate can be refined. Even after you retire, you still have to concern yourself with the impact of inflation and living longer on your financial resources.

I help clients plan for their retirement. This involves calculating how much you will have to retire on and how much you will need. I can review your retirement plans and determine if you are "on track" and what you can expect in the way of retirement cash flow. Projecting your assets and income can take place one to two years before your expected retirement, or 15 to 20 years earlier. It really depends on you. Even if you are in your early 50's and are being offered early retirement, I can assist you.

Our Wisconsin Retirement Planning and Counseling Services:

Value-Added Retirement Tax Planning Services

I also assist clients with Retirement Account Distribution Analysis and calculate the impact on income taxes as a result of these distributions. Clients call on me to help them decide how they should take their pension plan, IRA, business retirement plan, or 401(k) funds.

No matter if you are first starting to save for retirement or have been saving for some time and want to examine different savings vehicles, I can show you the advantages and disadvantages of various tax deferred retirement plans and help you to select the best fit for your individual circumstances.

CONTACT NEW BERLIN AND RHINELANDER CPA JIM HINTZKE TO BEGIN PLANNING LIKE YOUR RETIREMENT IS TOMORROW!