Pension Plan Consulting

The Udall CPA Group assists its clients in identifying the retirement plan that is right for the individual and the individual’s business.  A retirement plan can help a business owner plan for the future by maximizing tax deductions in the present and allowing assets to grow tax free.  A retirement plan can also be a valuable resource to retaining key employees.  When choosing the appropriate retirement plan one should take into account a number of factors, such as: the owners personal goals; available cash flow; and employee census information.  The team of advisors at Udall CPA Group will ensure the correct retirement plan is identified in order to assist with achieving personal and business goals.