Retirement PlanningGoal Setting and resource assessment are fundamental in planning for retirement. Field, Vinson & Associates CPAs, RLLP are intimately familiar with Federal estate and gift tax laws, including the generation skipping transfer tax and the excise taxes applicable to retirement plans. We have helped countless individuals plan the transfer of their wealth to family members and succeeding generations with minimum erosion by Federal and State transfer taxes. We are experienced in assisting clients with substantial retirement plan balances to coordinate planning for their retirement assets with their estate plans.
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