Retirement Planning

retirement planning services

For many, reaching retirement is an exciting landmark in a person's life. For others it comes unexpectantly due to health problems, loss of meaningful work or an untimely loss of a spouse. Regardless of what brings you to this chapter of your life, Jim Ciurlik CPA & Consulting can help you navigate this transition and avoid common retirement pitfalls before they occur. We offer retirement distribution planning and will show you how to manage and increase your cash flow, reduce taxes, tax implications, protect assets, and maximize social security benefits. With our advice and direction, you'll be able to face your full or partial retirement with confidence.

Retirement planning is very personal so the first thing we'll do is get to know you. We'll learn about the type of lifestyle you want to maintain so we can guide you towards financial decisions that will make it possible. We'll explore which assets should be held in which type of accounts. Then we'll work with you to create a plan for how much you should withdraw from your accounts each year and make sure this strategy takes advantage of every opportunity to minimize taxes and preserve your wealth.

With Jim Ciurlik CPA & Consulting in your corner, you and your family will be well-prepared for whatever lies ahead. We’d love to get to know you - to get started, call us now at 262-422-6330 or contact us now through our website.

Our retirement planning services include:

  • Tax-effective retirement distribution planning
  • Retirement counseling and advising
  • Pre and post-retirement risk management
  • Social security planning
  • Spend-Down income plans
  • IRAs - traditional, Roth, SEP, simple
  • 401K plans
  • Investment and risk  management planning
  • Estate and trust planning
  • Real estate holding liquidation or deferral optimization
  • Asset protection and wealth management
  • Succession and exit strategies for business owners