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

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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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.

Catch-Up Contributions

Retirement & Rising Costs: Managing Inflation Risk

Should You Tap Retirement Savings to Fund College?

Free Retirement Guide