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 Nycretire, Inc. is a full service financial planning and tax preparation firm located in Staten Island, NY. We provide fee-only financial/retirement planning and tax preparation services to active and retired New York City employees, their families, and friends. Click here to read a feature article about Nycretire, Inc. in the Staten Island Advance newspaper. Nycretire, Inc. is a member of the Garrett Planning Network; a nationally recognized network of fee-only financial advisors. Nycretire, Inc. offers the following services: Retirement Planning Financial Planning Investment Planning Tax planning and preparation Pension estimate review Analysis/recommendation of final withdrawal from pension fund Selection of investments for NYC 457, 401k, etc. Selection of investments for IRA rollover Assistance with required minimum distribution rules IRA issues IRA conversion to Roth IRA
Besides highlighting the services offered by Nycretire, Inc., this website provides useful information for the active and retired NYC employee. Visitors to this site can read general information on the "News" page that provides financial, tax, and retirement news for NYC employees and retirees. Visitors can also use the calculators page to obtain estimates of various scenarios that pertain to the retiring NYC employee. To stay up to date with the latest news and updates regarding tax, retirement, and financial issues for NYC employees and retirees, join the Nycretire, Inc e-mail list. Just enter your email, name, and click submit.
Nycretire, Inc. is owned by Peter Thomann, a Certfied Financial Planner(tm) with a bachelor's degree in accounting, a master's degree in financial planning, and 15 years experience in tax preparation and fee-only financial planning services for NYC employees. Peter Thomann is also the author of the book (2010 edition): Retirement Planning Guide for Active & Retired NYC Employees. Note: All written content on this site is for informational purposes only and is not to be construed as financial advice. Opinions expressed herein are solely those of Nycretire, Inc. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Nycretire, Inc. is registered as an Investment Advisor in New York State. Nycretire.com and Nycretire, Inc. are not supported or endorsed by the City of New York. Contact Us: Nycretire Inc. Peter Thomann, CFP(tm), MS 1688 Victory Blvd. Suite 200 Staten Island, NY 10314 718-619-0340 | |
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