Retirement Plan Consulting
Many of us have dreams of what retirement will look like. Some of us dream of traveling the world, while others dream of a home with an open field and nothing to do. However, in order to get to those dreams it is imperative early in our adult lives that we build a path to retirement. There are many vehicles that can take us there - but which is the right one? That's where we come in. We have years of experience in helping clients pick a retirement plan that matches their lifestyle and needs. Don't keep traveling down this road alone, talk with us today about finding a retirement plan that's right for you!
Years of Experience
Our firm has years of experience in navigating the various nuances of retirement plans. From deciding which plan gives the best tax answer, to actually implementing the plan itself, we have a breadth of experience to assist you in your plan decisions!
Requirements Considerations
Each plan comes with various requirements to participate and potential compliance issues. It is important to include these considerations into your thought process of picking a retirement plan. Trust a CPA from Empower to guide you to a plan that fits your needs!
Referral to Wealth Manager
The plan is setup and you're excited to get started, but what do I actually invest in and how much? If these questions are bogging you down, allow us to set you up with a consultation with a trusted wealth manager in the Dallas area!
Tax Considerations
Have you heard a story of a friend that incorrectly rolled a 401k plan and got hit with a huge tax bill? Rest assured this will not be you have a CPA specialized in taxes from Empower Tax & Accounting Services LLC working with you on your retirement plan decisions!
Assistance with Setup
The plan has finally been picked - so now what? That's where we help again. Depending on the plan type that you have, we will either directly help setup your plan on a fiduciary site or direct you to a trusted Third Party Administrator.
Integration with Payroll
Did we ultimately decide that a 401k plan made the most sense for you? Great! But now what? We've got you covered. We will integrate your retirement plan with your payroll software to automatically make deposits!
