Retirement Planning

At Kaufman Law Group, LLC, we provide retirement planning services for both individuals and businesses. Our firm has decades of experience working with various types of retirement plans and helping individuals and businesses make decisions about retirement planning that serve their best interests.

Individual Retirement Planning

Proper planning for retirement can make a significant difference in the amount of money you have to live on in your later years and what remains for you to pass on to your beneficiaries. At Kaufman Law Group, LLC, we provide IRA planning assistance for both traditional and Roth IRAs and help our clients take full advantage of income tax deferral potential for their good and the good of their beneficiaries.

Retirement Plan Services for Businesses

Understanding and making decisions about retirement plans can be challenging for small business owners. At Kaufman Law Group, LLC, we are highly experienced in working with both defined contribution (such as 401(k) and profit sharing plans) and defined benefit (such as pension and cash balance) retirement plans. We assist our clients in choosing, creating, installing and administering IRS-approved retirement plans that fit their needs and the needs of their employees.

Additionally, we help businesses establish and maintain compliance with IRS Tax Code and ERISA in regards to their retirement plans. We are skilled in assisting businesses correct plan defects where necessary and bring their plans into compliance. Contact us today to learn how our firm can help you with your retirement planning.