MNCPA PERSPECTIVES

Tips for retirement planning at any age

Mar. 21, 2018  |  Carolyn LaViolette

Planning for retirement can be intimidating and confusing, especially to those just starting. Working with a certified public accountant (CPA) and certified financial planner (CFP) will give you the clarity and guidance needed to secure your plans for the future.

The infographic below gives a few retirement planning tips for each stage of your life, and how your contributions and strategies could change as you transition from one stage to the next.

infographic

CPAs are available year-round and help with more than just filing taxes -- they will also help you design a tax-efficient, long-term strategy to maximize your retirement contributions. Looking for retirement planning help? Find a CPA at CPAmeASAP.com or call 800-331-4288.

The author thanks Bruce Primeau, CPA, CFP, PFS for his contribution to this article.

Topics: Personal financial planning

Carolyn LaViolette

Carolyn LaViolette is the MNCPA’s communications manager, working to enhance members’ professional reputations through content, media relations and public affairs. She is also the MNCPA’s unofficial pianist and has tickled the ivories at multiple MNCPA events. Outside of her love for writing and music, Carolyn spends her time playing with her two daughters, attending Tommie football games with her husband, and memorizing the lyrics to musicals. If you can’t get tickets to Hamilton, she is happy to sing the soundtrack for you. She can be reached at 952-885-5530 or claviolette@mncpa.org.

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