Individual & Business Retirement Planning
Investment planning is an important part of building any retirement nest egg. It is also critical to plan for the distribution from tax-deferred retirement vehicles.
Should you invest in a traditional or Roth IRA? Each has its own tax implications and eligibility requirements. Lewis, Jacobs & Detloff evaluates which individual retirement plan is best for you – whether you are saving now, getting ready to retire, rolling over a workplace 401K plan, or have inherited an IRA.
Investment Planning Services
Own a small business or self-employed? SEP and SIMPLE IRAs are designed for a small business, easy to set up, cost-effective to administer, and do not require annual IRS reporting. We help you navigate thru the differences and make the best choice for your business.
For more information, contact us!