RETIREMENT PLANNING

There are many ways to plan for retirement: defined benefit pension plans, profit sharing plans and 401K plans. Each has various permutations, such as age-weighting, cross testing or integration. Whichever plan you choose, we can customize it to meet all of your needs while ensuring that it qualifies for Internal Revenue Service approval and that you fully understand its uses and benefits. When the plan is adopted, we’ll provide the required materials, such as financial statements and governmental reports. Our relationships with our clients are both pro-active and reactive, as we work to anticipate your needs.
james-swartout

JAMES H. SWARTOUT has developed a special niche within our firm.  He specializes in handling the challenges of retirement planning and compliance administration.  For over 20 years Jim has also provided leadership in the firm’s development of trust tax return preparation.

 

 

 

 

marc

MARC POLLACKis a Certified Public Accountant providing proactive tax, accounting, and consultation services for individuals and businesses. He has developed an expertise in retirement plan administration and fiduciary tax preparation. Marc obtained his accounting degree from San Diego State University and immediately started his career with Considine and Considine in 2000. Marc is a member of the California State Board of Accountancy, the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants in addition to sitting on the board of directors for the Scripps Health Foundation and the Aztec Club. Outside of tax season you can find Marc on the racquetball court.