ljm.jpg (12980 bytes)Leonard J. Miller & Associates, Chartered
Partnering for CPA Practice Success
Member American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants

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Retirement Planning
Estate Planning Retirement Planning Succession Planning Financial Planning

 

 

With an array of retirement plans available, the choices can be daunting. Should you put funds into a Roth IRA? What is the best plan for your business to offer its employees? Is there a way to reward key employees with a special plan just for them? We are happy   to help with these important issues.
Many individuals hold a large part of their assets in retirement plans such as 401 (k) plans, IRAs and Keogh plans. As they enter their golden years, retirement plan owners face numerous decisions. We can help in making those decisions, including when to withdraw, how much to withdraw, and whom to name as beneficiaries.
Perhaps you are concerned whether you will have enough assets to retire comfortably in the near future. We can project your future cash flow to help you determine how much more you need to save and when you can retire.
 

 

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