Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

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Category: Retirement

Essential Tax and Financial Planning Strategies for Boomers and Gen Xers Approaching Retirement

categories: Retirement // Tax

tags: Financial Planning // retirement // tax planning

Essential Tax and Financial Planning Strategies for Boomers and Gen Xers Approaching Retirement

As Boomers and Gen Xers approach retirement, effective financial planning becomes crucial to ensure a comfortable and secure future. This article outlines essential tax and financial planning strategies tailored to the unique needs of individuals nearing retirement. By understanding and […]

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Embracing Your Next Chapter: A Guide for Retirees Returning to Work

categories: Retirement

tags: retirement

Embracing Your Next Chapter: A Guide for Retirees Returning to Work

Understanding the Tax Implications of Working After Retirement As you approach retirement age, the thought of returning to work might be on your mind. Whether you’re considering part-time roles or fully immersing yourself back into the workforce, this article is […]

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categories: Retirement

Is This an Opportune Time to Convert Your Traditional IRA to a Roth IRA?

Article Highlights: Stock Markets Downward Slide Traditional IRA to a Roth IRA Conversions Younger Individuals Here Is How It Works Marginal Tax Rates Example When Using the Marginal Table Conversions Cannot Be Undone. Non-deductible Traditional IRA Contributions If your traditional […]

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categories: Retirement // Tax

The Many Benefits of 401(k) Profit-Sharing Plans

If you are an employer looking for an attractive employee benefit that lets you plan contributions around your revenues, consider a 401(K) profit-sharing plan. These plans allow you to make pre-tax deposits to your employees’ eligible retirement accounts after the […]

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categories: Retirement // Tax

Recorded Webinar | Retirement and Financial Tax Planning

Presented on December 3, 2020 Planning and saving for retirement takes dedicated plans and effort. It’s important to consider the tax implications of building your nest egg, as well as of using that egg during those golden years. Join Squire […]

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categories: Retirement

Securing Your Retirement

By McKay Lindsey, mckayl@squire.com As much as you love your job, you’re probably not going to want to work for the rest of your life. With the number of years the average American spends in retirement at an all-time high, […]

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categories: Retirement // Tax

Action Required by August 31, 2020 to Roll Over Unneeded Retirement Distributions

By Jim R. Beaudoin, Tax Partner, CPA, PFS, CFP Generally, owners of retirement accounts (typically IRA’s, 401k’s, and 403b’s) are required to start taking withdrawals from their accounts when they reach 70 ½ years of age. The required minimum distribution […]

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categories: blog // Retirement

What is the Advantage of Having a Wealth Management Advisor?

What is a Wealth Management Advisor? To put it simply, wealth management advisors serve high-net-worth individuals who need assistance and guidance on their financial journey. A wealth management advisor’s role is far more complex than simply offering a client […]

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Expert Perspectives

Expert Perspectives

Category: Retirement

categories: Retirement // Tax

tags: Financial Planning // retirement // tax planning

categories: Retirement

tags: retirement

categories: Retirement

categories: Retirement // Tax

tags: social security // Tax

categories: Retirement // Tax

categories: Retirement // Tax

categories: Retirement

categories: Retirement // Tax

categories: blog // Retirement