Raj Patel, CPA, LLC dba Patel Tax & Accounting, Certified Public Accountants & Business Advisors, 1585 Oak Tree Road, Ste 203, Iselin, NJ 08830; Office: 732-283-9090; Fax 732-283-9091; Cell: 908-875-6983; www.RajPatelCPA.com; Email: Raj@RPatelCPA.com
"At Every Stage of Your Financial Life A CPA/PFS Can Help You!"
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Please click on the following link to access Concept Pieces, Presentations, Business Builders, Case Studies, and Calculator Presentations.
401(k) Plans
Deciding When to Retire: When Timing Becomes Critical
How Much Annual Income Can Your Retirement Portfolio Provide?
Immediate Annuities Can Provide Lifetime Income
Net Unrealized Appreciation: The Untold Story
Nonqualified Deferred Compensation (NQDC) Plans
Paying the Bills: Potential Sources of Retirement Income
Reaching Retirement - Now What?
Retirement Planning Key Numbers
Saving for Retirement
The Split Annuity: Current Income Plus Future Savings
Women and Retirement Planning
Basic Retirement Planning
Net Unrealized Appreciation (NUA)
Required Minimum Distributions (RMDs)
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