Associates in Accounting, CPA (502-451-8678) announces that it now offers retirement planning as part of its financial consulting services for businesses and individuals in Louisville.
-- The announcement comes as a CNBC and SurveyMonkey poll data reveals that 53% of Americans feel they are behind on retirement savings, with nearly one in three people over 55 reporting that they have no savings at all. As such, Associates in Accounting developed its service to help clients develop structured, tax-efficient retirement strategies that align with their long-term financial goals.
More information can be found at https://associatesinaccountingcpa.com/
Effective retirement planning starts with understanding each client’s broader financial goals, such as the lifestyle they want in retirement and the timeframe for achieving it, the team explains. Tax savings are an important benefit, but Associates in Accounting emphasizes that real success comes from aligning all financial decisions into one cohesive plan.
“Our goal is to take the uncertainty out of retirement planning,” said a spokesperson. "There is more to consider than just having enough money when you arrive at retirement. When to retire, tax consequences, how to use your time, and protecting your future income are all important parts of the retirement planning process."
The process begins with assessing a client’s current position, including income, employee data, and business structure. From there, the team identifies the best types of retirement accounts, whether traditional IRAs, 401(k)s, or custom employer-sponsored plans, and calculates how much can be funded into each option to maximize both long-term savings and current-year tax deductions.
For clients with several employees, Associates in Accounting typically works closely with its retirement planning partners to optimize setup, funding, and ongoing administration of retirement plans for clients.
Serving individuals and businesses in Louisville since its founding, Associates in Accounting, CPA offers a wide range of accounting and advisory services, including financial counseling, budgeting, and tax preparation. With their recent service expansion, the firm now offers clients a single, one-stop shop option for managing both immediate financial goals and long-term wealth preservation.
"Many people don’t know what options are available or how much they can contribute. We walk them through the process and show how smart planning today can create long-term stability and tax savings." the spokesperson added.
Interested parties can learn more or schedule a consultation at https://associatesinaccountingcpa.com/
Contact Info:
Name: Melissa Hayes
Email: Send Email
Organization: Associates in Accounting, CPA
Address: 9405 Mill Brook Road Suite 102, Louisville, Kentucky 40223, United States
Website: https://www.associatesinaccountingcpa.com
Source: NewsNetwork
Release ID: 89175212
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