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At Citrine Accounting & Taxes, our retirement planning services specialize in helping you maximize the benefits of Individual Retirement Accounts (IRAs). We can guide you in selecting the most suitable IRA type (traditional or Roth) based on your financial situation and retirement goals. Our experts will assist with contributions, withdrawals, and investment strategies, ensuring you make the most of your IRA to build a comfortable retirement nest egg. With our personalized IRA planning, you can enjoy the peace of mind that comes from knowing your retirement savings are on track.
Directed IRA - Use the link below to get a $50 discount off your new account costs using the code CITRINE50 https://directedira.com/citrineaccounting/
*Disclaimer: We might get a small commission if you sign up using the link and the discount code above.
At Citrine Accounting & Taxes, we take the complexity out of managing your company's 401(k) plan. We partner with Guideline.com, a user-friendly platform that simplifies plan administration and offers low fees. This allows you to focus on what matters most – running your business.
Benefits of Our 401(k) Planning with Guideline.com:
Effortless Setup and Management: We streamline the setup process and seamlessly integrate Guideline's user-friendly interface with your existing payroll provider (Gusto, QuickBooks Online Payroll, or ADP).
Employee Benefits: Attract and retain top talent by offering a competitive 401(k) program.
Expertise & Guidance: Let our team guide you through plan design, eligibility requirements, and contribution strategies.
Partner with Citrine Accounting & Taxes for a hassle-free 401(k) solution that empowers both you and your employees to secure a brighter financial future.
To get started, please contact us or use our scheduling link to schedule your appointment.
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