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.

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Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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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.

Your Social Security Roadmap

What You Need to Know About Social Security

Timing Your Retirement

Free Retirement Guide