John Dillard is an author and Certified Public Accountant. To See how he takes Christ along with him to work visit www.HisCPA.com
December 28th, 2009 08:28 AM ET
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Duluth CPA on Retirement Planning: What You Don't Know Can Hurt You

Duluth CPA on Retirement Planning: What You Don't Know Can Hurt You

When Getting ready for retirement business owners are frequently tempted to sign up for what sounds best. The below is a sample list of questions that might be used to help entrepreneurs determine what retirement plan will be best for their business and employees.

Below are a few questions that will allow me to make some suggestions.  

I will simplify the process and minimize the amount of time you have to spend on this, I just need a little information.

 I don't want to throw all types of plans and options at you if we know they are not for you.  

So I can help you narrow down your options....

 Do you have employees?  

Is it your wish make contributions only for you?  

Or do you wish to make contributions for employees too so that you may increase the amount you can contribute?

 Or Do you wish to keep your retirement plan simple and just max your contributions among the very simple options for you only?  

These more simple options will not allow you to contribute as much.  

Can you give me an Idea of your level of income?  

Do you have a limit on the amount you would wish to contribute or do you wish to contribute the most possible no matter what?  

I don't want you to have some highly complicated plan with high fees if you don't need it.  

If you wish, I can meet you at a convenient location near you for coffee or lunch to go over the best options for you.  

To learn more visit:  

http://www.hiscpa.com/investing-101.html  Georgia CPA Teachings Investing Techniques
http://www.hiscpa.com/retirement-planning.html  Gwinnett CPA Helps Business Owners Plan for Retirement
http://www.hiscpa.com/stock-options.html  Your Georgia Stock Options
http://www.hiscpa.com/business-valuations.html   Valuing Your Georgia Business
http://www.hiscpa.com/accounting-checklist.html  Georgia Business Acquisitions Business Checklist
http://www.hiscpa.com/quality.html  Helping  Georgia Business Owners Succeed for 30 Years
http://www.hiscpa.com/parttime-cfo.html  Hiring a Part-time/Virtual CFO for Your Atlanta Business
http://www.hiscpa.com/business-ethics.html  Georgia CPA Teaches Business Ethics
http://www.hiscpa.com/achieving-excellence.htm l Atlanta CPA Encourages Business Excellence
http://www.hiscpa.com/intellectual-property.html  Protecting Georgia Business Owners Intellectual Property Rights
http://www.hiscpa.com/risk-management.html  Gwinnett/Duluth CPA Advises on Risk Management
http://www.hiscpa.com/non-compete.html  Understanding Your Georgia Non-Compete Agreement
http://www.hiscpa.com/promissory-notes.html  Gwinnett CPA Helps Georgia Business Owners with Drafting of Promissory Notes
http://www.hiscpa.com/business-checklist.html  Business Checklist for Atlanta Business Owners
http://www.hiscpa.com/adding-partner.html  Expanding Your Georgia Business by Adding a Partner
http://www.hiscpa.com/article4.html  Georgia CPA Teaches Businesses Techniques for Survival
http://www.hiscpa.com/internal-controls.html  Christian CPA Helps Business Owners Develop Good Internal Control
http://www.hiscpa.com/forensic-accounting.html  Your Georgia Business and Forensic Accounting
http://www.hiscpa.com/budgeting.html  Georgia CPA Helps Reduce Unnecessary Spending: Budgeting 101
http://www.hiscpa.com/article1.html Atlanta CPA Illustrates Difference Between Planning & Historical Accounting
http://www.hiscpa.com/article3.html  Gwinnett/Duluth CPA Teaches Personnel Keys to Managing Business Growth
http://www.hiscpa.com/article6.html  Georgia CPA Teaches the Tax Effects of Entity Choice
http://www.hiscpa.com/marketing-efforts.html  Tracking Marketing Statistics for Your Georgia Business  

John Dillard is an Christian Speaker/Author and an Atlanta CPA. To See how he takes Christ along with him to work visit http://www.hiscpa.com/  and for his latest book Overcoming Life's 9/11's: Job's Journey and a Voice of One: Nehemiah's Prayer visit http://www.john-dillard.com/  or call John Dillard CPA today at 770.814.9304 (All Rights Reserved) Dare to Attempt Something so Great for the Kingdom of God that it is doomed to failure, lest Christ be in it!  

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About this blog
John Dillard, an author and Certified Public Accountant, serves HIM by serving you with his expertise in this blog... one tax return at a time!
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