Retirement Planning

 

It is never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you're likely to feel when the time arrives. Specialized guidance and support from a CPA can help you develop a plan that delivers a secure and comfortable retirement and peace of mind during your pre-retirement years.

At Lizza & Associates we can help to:

 

  • Review expenses that will be, or are likely to be, incurred during your retirement and create a plan to eliminate any shortfalls between income and expense.

 

  • Identify the primary sources of retirement income that you have or should have and calculate the savings required for you to retire at a specific age and achieve your desired lifestyle.

 

  • Create strategies for preserving and growing retirement account balances and distribution amounts.

 

  • Recommend a diverse range of tax-efficient financial tools – IRAs, 401(k)s, investments, and tax-sheltered opportunities – that are best suited to your age and retirement time frame.

 

  • Develop a back-up plan that responds to unpredictable and unfortunate events, such as the death or disability of an income-generating spouse that can undermine even the best-laid retirement plans.

Headquarters:

1099 Wall Street West

Suite 170

Lyndhurst, New Jersey 07071

 

Copyright © 2019 Lizza, Kmetz & Associates LLP

Hoboken Office

306 Washington Street

Suite 203

Hoboken, New Jersey 07030

 

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