Estate & Retirement Planning
Your future can be more secure with the help of a Smith Schafer advisor. Because we understand your individual tax situation and changing state and federal estate tax laws, we can help you determine the appropriate immediate and long-term financial strategies. Then we point you to the right resources.
Plan ahead. Gain peace of mind.
We combine individual consulting with a view of generational and business holdings and interests, ensuring that your strategy is comprehensive,
Estate & Retirement planning Services:
Estate Planning Services
Planning for the distribution of your financial resources and property can be difficult. Smith Schafer CPAs take a comprehensive approach so you can be assured your wishes will be honored. We can help with:
- Define Estate Plan Goals
- Review Wills, Trusts & Retirement Plans
- Asset Restructure
- Estimate Estate Taxes
- Identify Tax Savings
- Succession Planning
- Valuations
- Gifting & Charitable Planning
Retirement Planning Services
The sooner you start planning for retirement, the better. Specialized guidance and support from Smith Schafer CPAs can help you develop a plan that delivers a secure retirement and peace of mind during your pre-retirement years. We can help with:
- Review Income & Expenses
- Recommend Tax Efficient Financial Tools
- Determine Tax-deferred Retirement Vehicles
- Calculate Withdrawal Percentage
- Create Income Plan
- Distribution Planning
- Budgeting
- Risk Management
- Wealth Management
We know your industry:
Estate & Retirement Planning Resources
Retirement & Estate Planning Guide for Transportation Business Owners
As a business owner, you have a lot of responsibilities – budgeting, marketing, selling, and countless other tasks.
2019 Tax Planning & Retirement Strategies for Businesses Presentation & FREE download
Smith Schafer Manager, Kyle Spicer and HK Financial held a tax planning and retirement strategies for businesses event at the Golden Valley Country Club. Topics included: Overview of updates after the Tax Cuts and Jobs ActMinnesota’s adoption of Federal Tax...
Things to Consider before Starting a 401(k) Plan in the Hospitality Industry
Unemployment is at or near a record low. Hospitality business owners are looking for new tools to attract and retain a robust workforce.