972.547.0800 peg@mckinneytxcpa.com

Retirement Plans and Benefits

We would be happy to discuss how we can help you decide what plan will best fit your pre-retirement or retirement planning needs. Retirement Plans have gone through many changes over the years and the tax laws now include provisions that encourage workers at all income levels to create their own retirement accounts. If you are an employee, you want to maximize what your employer provides for you or if you are in business for yourself, you want to establish a plan or plans that will meet your retirement or benefit needs.

We can help you evaluate the best retirement plans for you or your employees, including:

  • 401(k) Plans
  • Individual Retirement Accounts – Regular, Roth and Educational (IRA)
  • Simple Plans (SIMPLE)
  • Simplified Employee Pension Plans (SEP)
  • Single 401(k) plans

Employee benefit plans include:

  • Health Insurance Plans
  • Cafeteria or Section 125 Plans
  • Educational Assistance Plans
  • Health Savings Accounts (HSA)

If you would like more time to relax knowing you’ve taken all the steps, necessary to enjoy your retirement, give us a call at 972.547.0800 or email peg@mckinneytxcpa.com.

We would love to help you meet your retirement planning goals!

Peggy S. Breeding, CPA, PLLC

6951 Virginia Pkwy, Ste 303
The Kastel Building at Adriatica
McKinney, TX 75071

PHONE: 972.547.0800
FAX: 469.519.5444
EMAIL: peg@mckinneytxcpa.com