Pension & Retirement Planning

NELSON HESSE, LLP can counsel you on pension and retirement planning for both you and your business, including how to effectively use:

• SEPS

• 401(k) plans

• SIMPLE (Saving Incentive Match Plans)

• 403(b) plans

• Pension and profit sharing plans

We can help you select the appropriate plan for your and/or business and employees and guide you through the distribution requirements, investment concerns, employee eligibility, and other issues that arise during the planning process.

Retirement planning also includes proper healthcare planning, and we can advise you on Medicare/Medicaid qualification and long-term care issues.

For further information regarding our pension and retirement planning services contact Gary W. Peal at 941-366-7550.

Email Mr. Peal

Please include the names of all parties to allow us to check for conflicts of interests. Do not send any confidential information until it can be determined whether any conflict of interest exists. No attorney-client relationship is established until such time as a written representation agreement or letter of engagement is fully executed by NELSON HESSE, LLP and the client.