Retirement brings a different set of income decisions. Whether you are approaching retirement or already there, you may have questions about withdrawals, benefits, and how your income sources fit together.
Nikol Shapiro, CPA helps you consider those decisions from a tax perspective. Based in Plymouth, Minnesota, she’ll start with your current situation, your expected income, and the questions that matter most to you.
Bring your plans and account information to the conversation. Nikol can help you identify the tax considerations to review before making changes.
Share when you expect to retire, or how your income has changed since retiring. Discuss your spending needs and the decisions you are considering.
Nikol will review your available records and discuss the tax questions around different income choices. You can explore what information is needed before deciding.
Leave with a clearer understanding of what to review, what documents to gather, and when to follow up as your income or plans change.
Start with the records you have. Nikol can help identify what else is needed for your situation.
Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial documents.
If you need help preparing your individual return, discuss that with Nikol too. Your current filing questions can help shape the planning conversation.
Individual Tax Preparation
Tell Nikol about your retirement timeline and the income decisions ahead.
Contact Nikol
