Retirement Planning Services

The Joy at Retirement Belongs to You

Retirement Planning
Retirement Planning

As you look out to the future, what do you see yourself doing? Have you formed a picture of your ideal retirement?

You have worked hard. And you have saved so you can enjoy life once you retire. But is it enough? How long will it last? Will you be able to afford the lifestyle you want?

Knowing how much is enough and how to get to that amount can be daunting. DOGRA CPA LLC can help you determine where you need to be and how best to get there. Please contact us to discuss how we can work together to achieve your retirement goals. With experience helping others like you reach their goals, DOGRA CPA LLC will help you achieve the peace of mind that comes with knowing you and your family will be in great shape as you enjoy your golden years.

Whether your retirement goals involve seeing the world or simply relaxing around home, let DOGRA CPA LLC team help you map out a plan that works for you.

Our retirement planning services may include:

  • Forecast whether you will have adequate financial resources to maintain or improve your expected standard of living at retirement and take steps to optimize your position
  • Prescribe measures to enhance potential after-tax yield
  • Isolate the best approach for mandatory retirement account withdrawals at age 70½
  • Fulfill postretirement health insurance needs
  • Salary continuation plans for the owner upon retirement and for the spouse at the death of the owner
  • qualified and nonqualified retirement plans