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PLANNING FOR RETIREMENT

PLANNING FOR RETIREMENT

At Ragano CPA, we work to ensure clients both minimize their taxes AND maximizing their future net worth. Retirement planning offers both of these benefits simultaneously, and it is often one of the first recommendations we make to new clients. Take advantage of our unique strategic retirement plans and services:

Choose between a 401K, SEP IRA, or cash balance plan

Choose between a 401K, SEP IRA, or cash balance plan

Prepare for lifestyle changes in retirement

Prepare for lifestyle changes in retirement

Long-term planning using trusts

Long-term planning using trusts

Financial planning aspects of 401K rollovers

Financial planning aspects of 401K rollovers

Pension Plans

Pension Plans

Retirement Account Conversions

Retirement Account Conversions