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Maximizing CPA Retirement Expertise for Your Personal and Professional Needs

The Mega Backdoor Roth for CPA Practice Owners

Imagine it’s the late 1970s: on November 6, 1978, Congress quietly adds Section 401(k) to…

Protecting Intellectual Property in Family CPA Practices

Imagine it’s 1837 in Massachusetts. A chocolatier sells his family’s secret recipe to a buyer,…

Managing Executive Compensation Packages for CPA Practices

Imagine planning for retirement in ancient Rome: Augustus Caesar offered veteran soldiers a hefty lump…

Captive Insurance for CPA Practices

Imagine it’s the 1950s in Ohio: A steel company owns several coal mines that feed…

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My experience with [CPA Retirement Solutions]...
...can be summarized as extremely professional and yet down to earth and somewhat folksy. I never felt I was being sold an investment product but more in line with being educated to the various investment opportunities. They definitely took their time to understand my specific situation and suggest various wealth planning and investment scenarios. As a CPA, I am very much engrossed in the details and they were especially able to provide schedules to depict various strategies.
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