Planning for retirement is one of the most important financial steps you will make in your lifetime – and it’s never too early to start! At Rolleri & Sheppard CPAs, we offer personalized retirement planning services designed to help those in Fairfield, Westport, and surrounding areas achieve lasting financial security and peace of mind. Whether you’re just starting to explore your options or fine-tuning an existing plan, our retirement team will leverage their decades of experience to guide you toward the future you deserve.
Our Retirement Planning Services in Fairfield and Westport
We offer a comprehensive range of services designed to address every aspect of your retirement planning, ensuring your financial future is secure and aligned with your goals:
Financial Evaluation
Our team will help you gain a clear understanding of your current financial standing and the steps needed to reach your retirement goals. We assess your assets, liabilities, income, and expenses to provide a comprehensive picture of your financial health, so you can stay on track to achieve your long-term objectives.
Tax Optimization
We’ll work with you to develop tax-efficient strategies to minimize liabilities and maximize retirement savings. By reviewing your income sources and potential deductions, we create personalized plans to reduce tax burdens, while ensuring your investments grow in a tax-advantaged manner.
Social Security Review
We’ll help you maximize your Social Security benefits by devising a tailored claiming strategy based on your financial needs and timeline. We evaluate different scenarios to determine the optimal time to claim, ensuring you’re able to make the most of this vital income stream in retirement.
Plan Selection Guidance
The right mix of employer-sponsored and individual retirement plans is key to building a strong foundation for your future. We’ll help you navigate plan options, contribution limits, and benefits to create a diversified retirement portfolio that supports your goals.
Budgeting and Cash Flow Management
Our team can work with you to prepare a realistic retirement budget and cash flow plan to ensure financial stability. By analyzing your expected expenses and income sources, we help you create a sustainable plan that balances your lifestyle with your financial resources.
Trust & Estate Planning
We’ll help you facilitate the orderly transfer of assets and provide security for your family while minimizing potential estate taxes. A well-structured estate plan ensures your wishes are carried out and helps reduce the burden on your loved ones during difficult times.
Get Expert Financial Guidance – Contact Us Today!
Our CPA audit services provide thorough financial analysis, ensuring accuracy, compliance, and transparency for your business.
Why Choose Rolleri & Sheppard CPAs
Personalized Planning
We understand every client’s financial situation is unique. By taking the time to analyze your individual circumstances, we create strategies that align with your goals and priorities. You can rely on our team to approach your situation with the professionalism and dedication needed to help you achieve long-term financial success.
Expertise You Can Trust
With over 75 years of combined partner experience, we bring deep knowledge of retirement planning, tax law, and wealth management to our work. Our staff accountants are hand selected, receive the best training and continuing education available, and strive to stay on the cutting edge of the latest technology and trends.
Cutting-Edge Technology
Our investment in advanced software ensures precision in tax preparation and retirement planning. This technology-forward approach allows us to streamline processes, minimize errors, and maximize efficiency, delivering accurate and reliable results.
Industry Leaders
Recognized as leaders in their field, our partners educate local business groups through accredited courses, and actively contribute to their profession by serving on Connecticut State Society of CPAs tax, peer review, and nonprofit committees. Our managing partner also chairs the State Society of CPAs Professional Ethics Committee.
Contact Our Retirement Team
Your retirement should be a time to relax and enjoy the years of hard work you’ve put in, and we’re here to help you achieve the financial security to do exactly that.
Contact us today to learn more about how we can assist with your retirement needs:
Expert Insights and Tips from Your Trusted CPA Firm
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Should I Do a Roth Conversion?
A Roth conversion can be a highly effective tax-planning tool. This financial maneuver allows you to move pre-tax money from a traditional IRA or 401(k) into a Roth IRA, enabling tax-free withdrawals in retirement. However, whether you would benefit from a Roth...