The Road to Retirement is a Long One - Let Us Help!
Outstanding Tax Fort Wayne is a financial service company dedicated to assisting clients in planning and managing their retirement. Whether your goal is to retire as soon as possible, or you would like to start saving now for earlier retirement, we can help make sure your money will last throughout your retirement.
Planning for retirement can be hectic because everyone’s situation varies. That’s why you must get personalized advice from our experts.
We are proactive problem solvers with strong analytical skills who understand our client’s needs and find the right solutions. We are committed to providing our clients with effective, efficient, and high-quality services that meet our client’s needs in the latest tax-saving options. Our goal is to provide superior service through unbiased advice, planning, creative strategies, and timely follow-up. We believe that you cannot be too informed or too involved in the process.
Outstanding Tax Fort Wayne looks forward to working with you and discussing your retirement plan. Give us a call today so we can put together a strategy for your future!
We handle the hard financials so you can focus on what's important
Outstanding Tax Fort Wayne is the Leading Provider of Services for Retirement Planning.
We provide our clients with a comprehensive financial plan that includes investment management, estate planning, and tax preparation. Our team of experts will help you make intelligent decisions about your future so that you can retire on your terms.
Let us guide you down the path toward successful, worry-free living in retirement!
8 Questions You Should Ask Yourself When Planning for Retirement
When it comes to planning for retirement, there’s so much information out there. Sometimes it can be overwhelming. You shouldn’t have to worry. Here are some questions that may help guide your thinking:
Looking to Secure Your Financial Future?
When planning for retirement, you’ll have to make some tough decisions. We can guide you through this process. Some of our areas of expertise are:
Determining the best mix of stocks, bonds, and cash to create an investment portfolio that works for you.
Investment Performance Monitoring:
Make sure your portfolio is regularly reviewed to ensure it’s meeting your goals.
Retirement Income Planning:
College Education Funding:
Allocating funds to make sure that your children receive the best possible education.
Review your current tax situation and advise you on how best to structure your affairs while minimizing taxes and maximizing benefits.
Tax Loss Harvesting:
Business Succession Planning:
Estate Tax Optimization:
Retirement Planning at Work
Retirement planning is essential, but it’s even more vital to ensure that you’re taking full advantage of your company’s retirement offerings. And now that we’re inching closer and closer to April 15th, you might find yourself with a few extra questions about how your retirement plans work and whether or not you’ve made the most of them this year. To help answer those questions here is some advice on how to approach your tax return preparation as it pertains to your retirement plan contributions:
The first thing they want everyone eligible for a workplace-sponsored retirement plan to know is that you can contribute up to $17,500 per year (for 2016) if you’re under the age of 50, or $23,000 per year if you’re 50 or over. In addition, they point out that investments can be a complicated matter with many different options depending on your needs and financial goals.
That’s why it’s crucial to have a retirement plan expert who is knowledgeable about investment options and understands tax laws relating to contributions and distributions.