Retirement Planning

Our clients use BHRS as a resource when determining the amount of retirement contributions needed to achieve their personal retirement goal. As you approach retirement age or as you plan for future retirement, it is in your best interest to have all of your financial plans and goals laid out in advance. We want to help you determine what needs to be saved now so that you have financial security in the future. Part of this process involves having good information about the various retirement plans available, and knowing which ones have the best tax impact for your specific situation.

We are available to assist you in evaluating and choosing a plan (defined benefit, 401(k), SEP IRA’s, Roth IRA’s, etc.), and can provide information on the tax benefits to you personally. BHRS can also help you determine what kind of plan is best if you are a business owner, and provide you with research on the tax benefits of contributing to your company’s plan.

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Call us today at 913-491-5080 for more information on Retirement Planning or any of our other tax services.