• D. Waits

    I will forever be grateful for you & your staff for all your kindness throughout the past 5 years. I…
    5.0
    2014-02-18T06:20:13+00:00
    I will forever be grateful for you & your staff for all your kindness throughout the past 5 years. I have recommended you & your staff many times!

    K. Madden

    Just wanted to let you know that I closed on my parents’ house on Friday and all went smoothly. Thank…
    5.0
    2015-09-08T10:06:51+00:00
    Just wanted to let you know that I closed on my parents’ house on Friday and all went smoothly. Thank you so much for all the work you put into making this happen in a very timely manner. I am grateful for your help through this maze of crazy paperwork!

    B. Andersen

    Thanks for everything you have done and continue to do.  Dennis and I had a conversation recently and talked about…
    5.0
    2015-08-25T13:09:58+00:00
    Thanks for everything you have done and continue to do.  Dennis and I had a conversation recently and talked about the efficiency and great service that we have received from you and everyone at your office.  Your customer service is outstanding. We truly appreciate it!!

    C. Rivers

    I can never repay you for your kindness and generous acts; for the service of you and your firm, for…
    5.0
    2015-02-26T10:36:27+00:00
    I can never repay you for your kindness and generous acts; for the service of you and your firm, for helping me and my mother, for going above and beyond in handling the affairs of my mom… I consider it a great privilege to be counted as one of your many friends besides being there View Full →

    E. Harrison

    Thank you so much Stephanie. You, along with Bob and the others there, have been so helpful to us in…
    5.0
    2015-02-16T11:01:27+00:00
    Thank you so much Stephanie. You, along with Bob and the others there, have been so helpful to us in our journey. You all have been so patient and prompt in answering and addressing all of our needs, questions and concerns. Please express our heartfelt thanks to everyone there.
    5.0
    5
  • RETIREMENT PLANNING

    fitteseniorIn the past, people often looked to their employers and the Social Security Administration to finance their retirement. Unfortunately, those days are long gone. Today’s reality is that your best hope for a comfortable retirement, not to mention the ability to provide for your loved ones and ensure your legacy, is to have an adequately funded, expertly prepared retirement plan, commonly in the form of an IRA. At Robert M. Goldberg & Associates, we can help you develop such a plan, by “stretching” and “protecting” your wealth. We will show you how to maximize income tax deferral and wealth accumulation while minimizing tax liability (stretch) and the threats posed by creditors or predators (protect).

    What is the best time to start planning for retirement? We invite you to take a quick look at a table depicting how IRA assets typically accrue over time. The answer is clear. The best time to start planning your retirement is today.

    IRA Planning

    An IRA is a great tool for reducing taxes, but when you start drawing from it, Uncle Sam is going to want his cut, particularly after you pass away. In fact, taxes can devour a huge portion of your IRA when its assets are passed on to loved ones. Fortunately, there have been exciting new changes to the laws governing IRAs and Retirement Plans. We can show you a wide range of little-known tools and techniques, such as setting up a special Retirement Trust, that will allow you to take advantage of the recent changes to the law and protect more of your IRA assets for your loved ones and legacy.