Retirement Planning

If you have made the wise decision to start planning for your retirement but are unsure what strategies will help you best meet your financial needs, our certified public accountants at Rosen Kuslansky can help. There are many ways to save for retirement, which can become overwhelming. Together, we can identify your long-term goals, carefully assess all of your available options, and implement a plan that will help you retire comfortably.

What is Retirement Planning?

Retirement planning is about having the income you need to support yourself in the lifestyle you want. Planning for your financial future will give you confidence, knowing your money will last your entire life – no matter how long you live. Retirement planning involves determining your retirement income goals and making the decisions necessary to achieve those goals. Life can be unpredictable. For this reason, your retirement planning should be a lifelong process, with your strategies changing as your personal and financial situations evolve.

A CPA Can Help You Plan for Your Retirement

Planning for your retirement may seem like a daunting task, but we can help. With over 30 years of helping our clients save for their future, we will make the process simple and straightforward. We will assist you through every step of the process by:

  • Helping you set your retirement goals and priorities
  • Creating a budget that works for you and your family
  • Evaluating an appropriate risk level
  • Identifying investments that minimize your tax obligations and maximize your returns.
  • Adjusting your retirement strategy as your retirement goals change

Invest in Your Future

Retirement may seem lightyears away. However, it comes much sooner than you might expect. The sooner you begin saving for retirement, the better your chances for reaching and even exceeding your desired goals. To get started, we welcome you to contact Rosen Kuslansky. Call (212) 675-2600 today.