Retirement and Estate Planning
It’s not what you earn in life. It’s what you manage to keep. The right retirement and estate planning can help you maximize the latter.
...it has to be done right. If you don’t have a solid retirement and estate plan in place, how will you know you’re on the right track? How will you know that you will pursue the future that you — and those you love — are counting on? A future you can look forward to?
To know what track you are on, get your personal copy of our white paper, "7 Keys to a Great Retirement and Estate Plan."
Sign up for our financial e-Newsletter. It's the best way to keep up with the strategies that medical, dental, and other service professionals need to know about. It will help you with your Federal tax return needs, and it will minimize your risk with the IRS.
Locate the e-Newsletter sign-up box on the left side of each page of this Web site. Then simply enter your name and email address.
Here's what will happen:
When you click the "Subscribe" button you'll be taken to a Thank You page. Very soon, you will receive an e-mail message welcoming you to our newsletter. The email message will also ask you to confirm your subscription and you'll be able to download the "7 Keys to a Great Retirement and Estate Plan" white paper.
Here's exactly what you'll get:
The "7 Keys to a Great Retirement and Estate Plan" white paper.
This paper will give you a concise overview of the principles involved in planning a retirement. A realistic retirement plan requires a well-designed and informed approach. Where do you want to be at retirement? What will it take to get there? No matter what kind of medical, dental or other professional business you might have, this advisory will help you gain a whole new understanding of planning for your financial future.
When you begin receiving the e-Newsletter, you’ll be getting information on how medical, dental and other professionals can meet Federal and state tax obligations, while staying compliant with those agencies. Plus, you’ll find it to be full of other practical financial solutions that you can put to use immediately. You can subscribe or unsubscribe at any time.
So the choice is yours.
Working with us will give you a source of advice and information in this financial atmosphere.
We invite you to read "7 Keys to a Great Retirement and Estate Plan" and then call Dennis at (310) 396-3153 for a discussion. Or you can reach Dennis by secure email.
More Complimentary Material: Financial and Retirement
Get a sneak preview of the information available from Associated Tax in our Complimentary Articles section. Learn about:
- Early retirement planning
- Accounting for 1031 exchange
- California state taxes
- Business accounting services in California
- Much more
Now that you know the kinds of results we are committed to, learn more about our business tax planning and retirement and estate planning services.