RETIREMENT

Where will your retirement income come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. LSC | LongSchaefer CPA PFS is the retirement planning near you in Greater Cincinnati.

Retirement Planning is complex and may involve many of the following:

401k Planning, Discretionary Profit-Sharing, SEP, SIMPLE, Traditional and Roth IRS, Cash Balance Plans, Defined Benefit Plans
College Savings Plans, 529 Plans
Estate Strategy Facilitation
Investment Planning
Disability Planning
Long-term Care Insurance
Permanent Life Insurance
Asset Based Care
Personal Financial Statement

Cultivate Smart Money

Every financial journey is unique. Our Accounting, Tax Strategy & Financial professionals are here to empower you to address your goals and pursue life on your own terms.

Let’s Get Started

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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RETIREMENT

Cultivate Smart Money

Every financial journey is unique. Our Accounting, Tax Strategy & Financial professionals are here to empower you to address your goals and pursue life on your own terms.

How to Bake a Pie-R-A

Year-End Moves to Optimize Retirement Transitions

A Fruitful Retirement: Social Security Benefit

Free Retirement Guide