Retirement Planning

Retirement can seem so far away. But, it is a proven fact that the earlier you begin to save, the more money you will have when you retire. Plus, there is a good chance you will need enough to support you for 30 years or more!

The accountants at Terry Lockridge & Dunn can help to guide you on your path and answer the questions you have:

  • How much should I be saving?
  • How can I maximize the amount I fund my retirement through the business I own?
  • Should I contribute the max to my employer's 401k, or should I invest in an IRA, or is a ROTH IRA better?
  • What if I cannot afford to invest that much? How do I choose which is better for me?
  • What is the diference between a defined contribution plan and a defined benefit plan? ( It is significant.)

There are many factors to consider. Our affiliation with the wealth management firm World Trend Financial gives you a distinctive advantage. Our accountants are able to combine the insight of the accounting profession with the foresight of financial planning. The resulting relationship offers comprehensive planning to address all financial concerns.