RETIREMENT FUNDS AND TAXES
There is a huge benefit of having your retirement accounts and taxes done by the same person. Not only can they direct you in which accounts to open that would be the best fit for you and your retirement needs, but they can also tell you how they will impact your taxes from year to year.
Here at Merlak Tax we can do that for you!
We specialize in exploring your investment options, planning your retirement, 401k/IRA Analysis, protecting your family with life insurance, and reducing your tax liability.
Please call us to set your complimentary strategy session today!!