Planning

The experts at R. Seelaus can help you plan for retirement and understand the tax advantages associated with opening an Individual Retirement Account (IRA). Whether you are planning for retirement or other important life events, we can help you decide which type of IRA is best for you.  Open an Individual Retirement Account (IRA) today.

 

401(k) Rollover

Whether you are still accumulating retirement savings or taking required minimum distributions, we can help you navigate tax law in order to protect your life’s work. We can educate you on how to:

  1. Minimize taxes over your lifetime.
  2. Pass retirement assets on to your children, grandchildren, and future generations to come.

 

We work with a variety of clients:

  • Individuals: learn how to implement strategies, like qualified charitable distributions, to help you protect your savings.
  • Families: learn how to implement strategies to protect assets and create a retirement heirloom that can be passed down to future generations.
  • Businesses: help your employees become better educated on how to accumulate and distribute retirement assets while at the same time avoiding costly mistakes.