Retirement Planning

  • Assistance with selection of qualified retirement plans
  • Qualified retirement plan reporting(Form 5500)
  • Assistance with Social Security decisions
  • IRAs versus Roth IRAs

 

 

Brian Smith, CPA, P.C. 
711 East Valley Road, Suite 201-C
Alpine Bank building, 2nd floor – Willits
Basalt, CO 81621

(970) 927 4780