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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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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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