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The Road to Retirement is a Long One - Let Us Help!

Outstanding Tax is a financial service company dedicated to assisting clients in planning and managing their retirement. Whether your goal is to retire as soon as possible, or you would like to start saving now for earlier retirement, we can help make sure your money will last throughout your retirement.

Planning for retirement can be hectic because everyone’s situation varies. That’s why you must get personalized advice from our experts.

We are proactive problem solvers with strong analytical skills who understand our client’s needs and find the right solutions. We are committed to providing our clients with effective, efficient, and high-quality services that meet our client’s needs in the latest tax-saving options. Our goal is to provide superior service through unbiased advice, planning, creative strategies, and timely follow-up. We believe that you cannot be too informed or too involved in the process.

Outstanding Tax looks forward to working with you and discussing your retirement plan. Give us a call today so we can put together a strategy for your future!

We handle the hard financials so you can focus on what's important

Outstanding Tax is the Leading Provider of Services for Retirement Planning.

We provide our clients with a comprehensive financial plan that includes investment management, estate planning, and tax preparation. Our team of experts will help you make intelligent decisions about your future so that you can retire on your terms. 

You’ll be able to sleep better at night knowing that we have everything under control – from investments to taxes and estate planning – all in one place. We’re here for you every step of the way as we work together to achieve your goals and dreams. Let us take care of it all while you focus on what matters most.

Let us guide you down the path toward successful, worry-free living in retirement!

8 Questions You Should Ask Yourself When Planning for Retirement

When it comes to planning for retirement, there’s so much information out there. Sometimes it can be overwhelming. You shouldn’t have to worry. Here are some questions that may help guide your thinking: 

How much money do I currently have saved? What types of accounts do I own, and what is the value of each one? Knowing how much you have set aside for retirement will help determine the money and resources needed to maintain your current lifestyle.

What are my retirement goals? How much do I need to save to reach these goals? How much can I spend comfortably in retirement? Your plans for your retirement will determine the number of resources that you will need.

When do I plan on retiring? Retirement is a complicated financial decision that shouldn't be taken lightly, but it's also something that shouldn’t be left until the last minute.

How much time do I have to reach my savings goal? Having an idea of when you want to stop working is essential to planning for retirement.

Do I have a partner who will be using the funds as well during our lifetime together? If so, how can we minimize taxes and work toward the same goal? If you are married, it may be wise to explore resources to maximize your retirement savings.

Will I eventually need extra income in retirement, and if so, how much and when will I need it? How much money will I continue to earn after retirement? Will this income cover my expenses, or do I need to turn some of my savings into supplemental income? Review all sources of future income before you retire to help estimate your cash flow needs.

Do any special care arrangements or long-term care expenses exist now or are expected in the future? These expenses could be tax-deductible depending on the circumstances but should be considered in your retirement savings plan.

Health Insurance: Do I have it? Healthcare costs may increase as you age; it is important to consider any future costs that may incur during retirement.

What other resources do I have available? Inheritance, pensions, and other income sources all contribute to one's standard of living during retirement. Retirement can be a wonderful time of your life, but it is essential to plan for the future and make intelligent decisions. We are here to help you with those decisions, and we look forward to hearing from you!

Looking to Secure Your Financial Future?

When planning for retirement, you’ll have to make some tough decisions. We can guide you through this process. Some of our areas of expertise are:

Asset Allocation:

Determining the best mix of stocks, bonds, and cash to create an investment portfolio that works for you. 

Investment Performance Monitoring:

Make sure your portfolio is regularly reviewed to ensure it’s meeting your goals.

Retirement Income Planning:

Creating an income plan that will provide you with the monthly cash flow you need for life.

College Education Funding:

Allocating funds to make sure that your children receive the best possible education.

Estate Planning:

Creating a plan for the transfer of assets to your heirs and beneficiaries.

Tax Consulting:

Review your current tax situation and advise you on how best to structure your affairs while minimizing taxes and maximizing benefits. 

Tax Loss Harvesting:

Selling securities at a loss to realize tax savings while maintaining portfolio asset allocation.

Business Succession Planning:

Make sure the assets you’ve spent your lifetime building do not end up in IRS hands.

Estate Tax Optimization:

Ensuring that you create a plan that will help save family wealth for generations to come.

Fund Allocation:

Establishing how your assets will be placed within your retirement accounts to maximize their tax efficiency.

Estate Planning:

Making sure your hard work and financial success don’t end with you – we can set you up for longevity for future generations.

Retirement Planning at Work