Retirement Distribution Planning

Planning for retirement can present several issues, including timing, establishment of suitable investment strategies for retirement funds and required annual distributions. We can help with these and other difficult retirement questions by evaluating the tax implications and other considerations of each alternative. We also offer assistance with retirement plan design and evaluation including SEPs, IRAs, Roth IRAs, SIMPLE IRAs, Keoghs, and 401(k) plans.

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Email Notification Now Available for Tax Payments

July 26, 2017

The IRS has introduced an email feature that enables taxpayers to get notifications in their personal email accounts about their payments using IRS Direct Pay or the Electronic Federal Tax...

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Phone: 541.388.7888 • Fax: 541.388.0739
Email: cpa@sgabend.com