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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Oregon Partnership Payments Due March 15th

March 13, 2017

As you may be aware, the due date of certain income tax returns has changed starting with the entity’s 2016 return.  Partnership returns are now due on March 15th.  Because of the...

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