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Maximizing CPA Retirement Expertise for Your Personal and Professional Needs

Two Plans, One Future: Coordinating Retirement and Succession for Your CPA Practice

Aligning Retirement Plans with Key Succession Goals Many CPA firm owners are in their 50s…

Year-End Moves for CPA Firm Owners Nearing Retirement

The year is drawing to a close, and if you’re approaching retirement, you could be…

Social Security for CPAs: Why the 2025 Rule Changes Rewrite Old Strategies

In 1983, Congress rewired Social Security to survive another generation. Among other shifts, that law…

Maximizing Tax Efficiency with CPA Retirement Plans

It’s December, and you realize you’ll owe a hefty sum to the IRS. Instead of…

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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.
- Joe O.

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