We Believe the Financial Planning Team Includes CPAs
When CPAs and financial planners work closely together, their clients benefit. We not only work closely with CPAs, but we have specially built tools and processes for collaboration and provide thought leadership on the topic of financial planning specifically for CPAs.
This guide can help you narrow the focus and zero in on a retirement plan that could work for you or your clients in 2023.
Because of the complexities involved with qualified retirement plans, always consult your legal or tax advisor to be sure you are complying with the rules.
Please note: Updates coming from Secure Act 2.0
This whitepaper is a guide for you and your clients.
It will help in determining which plan is most appropriate for your client's situation and the items to be reviewed.