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Annuities for Retirement Income

by Marvin Bales | Mar 20, 2019 | General, Investing, Retirement

Why seniors choose them, and what prospective annuity holders should consider. Imagine an income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes), you might want to...

Tax Efficiency in Retirement

by Marvin Bales | Feb 15, 2019 | General, Retirement, Taxes

How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual...

Major Federal Tax Changes for 2018

by Marvin Bales | Jan 15, 2019 | General, Taxes

Comparing the old rules with the new. The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. Income tax brackets have changed....

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CPA Financial Planning, LLC is a registered investment advisor located in the Atlanta metro area, but with clients all across the USA. We focus on comprehensive financial planning and wealth management services for individuals and families, particularly those who are retired or are planning to retire in the next few years.

Our main focus is to help people become financially independent (or stay financially independent) by maximizing what you are doing with your money, and minimizing mistakes.

A couple of other things that are important to us…

Our main job is to help you make informed decisions about your finances that feel right to you. It isn’t about us trying to sell you a product – so you can relax.
Also, whatever we do needs to feel right to you and you have our promise that we don’t want you to ever do anything that doesn’t feel right to you!

Does that sound like a fair approach?

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