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

Preserving the Value of Your Retirement Plan

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

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Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

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Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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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.

Preserving the Value of Your Retirement Plan

Adapting Your Money Habits for a Confident Retirement

Why Medicare Should Be Part of Your Retirement Strategy

Free Retirement Guide