Financial & Retirement Planning 2018-01-24T19:29:58+00:00

financial & retirement planning

Grossman St. Amour CPAs provides advice in the related areas of insurance, investments, income taxes, college education, retirement and trust and estate planning. If you desire financial stability and success, taking control of your financial future is essential. Our financial planners can assist you with these important financial planning needs.

Our experienced professionals can also assist you in retirement distribution planning by explaining the myriad of choices, preparing the necessary paperwork, and coordinating your wishes with the custodian of your funds. There are irrevocable decisions that you must make when you reach age 70 ½ and have to begin making distributions from your retirement accounts.  Beneficiary designations, as well as recalculation vs. non-recalculation of life expectancy elections made at this time, will determine the amount and timing of distributions during your lifetime, the ultimate disposition of your retirement assets, and the future taxation to those that receive the money after your death.

To obtain more information on how Grossman St. Amour CPAs can assist you with Financial, Benefits and Retirement Planning services, please contact:

ACCOUNTING & AUDITING

ACCOUNTING & AUDITING

Providing accounting and auditing, review and other attest services to organizations in many industries.

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CONSULTING

CONSULTING

Assisting client management in a wide range of consulting services that add value to a client’s financial, human and organizational resources.

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TAX

TAX

We specialize in federal and state complex business and personal tax services, including tax planning, preparation & compliance services.

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A complimentary copy of our year-round strategies to make the tax laws work for you!

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