52 y/o recently retired and moved to a new town. I will be setting up a t72/SEPP in 2025. I've handled our investing and taxes for 30 years, but due to the potential tax implications I would like to have a CPA review my plan. I've called a few local firms and am not having much luck. Some are monthly fee firms with an annual "subscription", booked out until late October, or have no availability. I'm making some contacts in our church and will ask for recommendations at some point, but would like to have my plan reviewed and ready to go before Thanksgiving.
Any recommendations or suggestions? What have I missed? I'm in the Kansas City Metro area if that makes any difference.
Thank you!!
Any recommendations or suggestions? What have I missed? I'm in the Kansas City Metro area if that makes any difference.
Thank you!!
Statistics: Posted by VTSAXandChill1971 — Sun Aug 18, 2024 10:01 pm — Replies 0 — Views 119