Retirement Planning

People are living longer than ever. To make your money last during retirement, you need a plan.

Your H&R Block Tax & Business Services tax accountant can help you work through the intricacies of timing your financial transactions to optimize your retirement and investment accounts so you pay less in taxes — and make your money last longer.

We can also advise you on a wide array of investment vehicles to help you build your retirement savings, including:

  • Mutual funds
  • Roth & traditional IRAs
  • 401(k) rollovers