Prague & Company, P.C. assists clients in planning for their future by reviewing and understanding their current retirement plans (through their employer or otherwise) while offering suggestions to ensure a comfortable and secure retirement. Through our strong relationships with 3rd party retirement plan design and consulting firms, we help our clients build retirement plans that fit their needs and desires, with consideration for their overall tax liability now and in the future. For our self-employed and small business clients, our role as trusted tax advisor allows us to have a unique perspective as to the varied benefits (from both a contribution and deduction perspective) that may be available.
Among the retirement plans Prague & Company, P.C. has experience with, we provide guidance on the following:
- 401(k) Plans
- Individual Retirement Accounts (IRAs)
- SEP (SEP-IRA) Plans
- Defined Benefit and Contribution Plans (Keogh)
In working with the above plans, we perform required minimum distribution calculations and Roth conversion analysis.