SOS. Help when you need it.

SOS Business Services

“Help when you need it.”

PO Box 720800, Piñon Hills, CA 92372 • (760) 868-0901
(866) 467-8TAX [(866) 467-8829]

Integrity  •  Accuracy  •  Experience

Retirement

Drowning in retirement planning? SOS can help.

Do you have $1,000,000.00 to retire on?

According to CNNMoney,

A million dollars certainly seems like a lot of money. But someone who now earns $70,000, hopes to retire in 25 years at age 65 and live until age 90 on 80 percent of his pre-retirement income, will actually need to save $1.3 million to carry him through.

Yet, four out of 10 people aged 55 or older, have less than $100,000 saved toward their retirementSource: tomorrow's money

At SOS, you do not stop being our client when your tax return is completed!

We can help you develop a retirement savings plan and explain the various options available to you . . . and help you save on your current taxes.

Social Security is not going to be enough to assure you the kind of retirement you would like. An "alphabet soup" of retirement plans (401K, 403B, 457G, SEP, SIMPLE, Traditional IRA, Roth IRA) is available for retirement. Let SOS help you determine what will work best for you.

We would love to meet with you to explore:

  • Your retirement goals
  • Your progress toward those goals
  • Alternatives that might work better for you

Simply give us a call to discuss your needs. The initial consultation is at no charge.