中文服务说明
我们为个人和企业主提供专业的退休账户管理与 RMD（强制最低提取额）相关咨询，帮助您在退休规划中合法合规地减少税务风险并优化资金安排：
- 退休账户规划
- 提供 IRA、401(k) 等退休账户的建立与管理建议，帮助客户合理配置资产。
- RMD 规则解读与执行
- 协助客户理解 IRS 关于 RMD 的要求，计算应提取金额，确保合规申报。
- 税务影响评估
- 分析 RMD 对个人所得税的影响，并提供节税策略建议。
- 退休资金优化
- 协助制定提款顺序与资金分配计划，实现退休资金的长期稳健增长。
English Service Details
We provide professional retirement account and RMD (Required Minimum Distribution) consulting to help individuals and business owners comply with IRS rules, reduce tax risks, and optimize retirement funding:
- Retirement Account Planning
Guidance on establishing and managing retirement accounts such as IRA and 401(k), ensuring proper asset allocation. - RMD Rule Interpretation & Execution
Assisting in understanding IRS RMD requirements, calculating required withdrawal amounts, and ensuring compliance. - Tax Impact Assessment
Analyzing how RMD withdrawals affect income taxes and offering strategies to minimize tax liabilities. - Retirement Fund Optimization
Developing withdrawal strategies and allocation plans to achieve long-term stability and growth of retirement fund.
JinshuiAccounting Firm 