Retirement Planning
Qualified retirement plans can provide significant tax advantages
for closely held businesses and self-employed individuals.
Choosing the type of retirement plan best suited for your
goals and those of your employees is a task that requires
careful deliberation. At Hau & Associates, we work with
a variety of plans, including defined benefit plans, 401(k),
SEP, SAR-SEP, and SIMPLE plans. Our consultation services
include asking the right questions to identify the type of
plan best suited for you.
In addition, we can assist in retirement plan administration
by compiling financial statements for plan assets and preparing
annual reporting forms.