Planning For Retirement

Retirement is another important life event that requires proper planning to make it a pleasant life experience. Here you will find invaluable information to help you make the most out of your retirement, no matter how far off it might be.

Financial Guides

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Your Retirement Plan: How To Get Started 10 Retirement Saving Tips Social Security Benefits: How To Get The Maximum Amount Should You Count On Social Security? Annuities: How They Work and When You Should Use Them Retirement Plan Distributions: When To Take Them Retirement Plan Distributions: How To Take Them Roth IRAs: How They Work and How To Use Them The "SIMPLE" Plan: A Retirement Plan for the Really Small Business

Frequently Asked Questions

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Developing a Financial Plan: Frequently Asked Questions Social Security Benefits: Frequently Asked Questions Annuities: Frequently Asked Questions Investment Options: Frequently Asked Questions Retirement Plan Distributions: Frequently Asked Questions Retirement Assets: Frequently Asked Questions Disability Insurance: Frequently Asked Questions Long-Term Care Insurance: Frequently Asked Questions Traditional vs Roth IRAs: Frequently Asked Questions

Financial Calculators

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Am I saving enough for my retirement? Social Security Retirement Income Estimator What are my projected required minimum distributions? How Much Can I Contribute To An IRA? Should I Convert To A Roth IRA? What are my projected required minimum distributions? Becoming A Millionaire

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J. Scott Dick, CPA, PLLC

Your Financial Partner...  Attentive Professional.  Caring Advisor.

3500 Westgate Drive, Suite 802
Durham, NC 27707

NC: (919) 489-5566

...........................................................

scott@jsdcpa.com

 Office Hours by Appointment.

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NC CPA Certificate #:  39933

KY CPA Certificate #: 7351

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