Retirement Distribution Planning

Planning for retirement can present several issues, including timing, establishment of suitable investment strategies for retirement funds and required annual distributions. We can help with these and other difficult retirement questions by evaluating the tax implications and other considerations of each alternative. We also offer assistance with retirement plan design and evaluation including SEPs, IRAs, Roth IRAs, SIMPLE IRAs, Keoghs, and 401(k) plans.

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1099 Deadlines Coming Soon

Kathie Gedde & Leslie Hanson

January 17, 2018

If you file your own 1099s, please remember that the recipient copies need to be mailed by January 31st, and the Internal Revenue Service copies are now also due January 31st.  If we prepare...

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Phone: 541.388.7888 • Fax: 541.388.0739
Email: cpa@sgabend.com