Thomann Tax provides the following pension and retirement planning consulting services:

  1. One-on-One retirement consulting session (with or without written report)
    -Review and explanation of pension estimate
    -Calculation of pension and divorce
    -Pension tax issues
    -Pension divorce issues
    -Final withdrawal advantages and disadvantages
    -Rollover rules and available retirement plan choices
    -Series of substantially equal periodic payments –IRC 72(t)
    -NYC Deferred Compensation Plans – 457(b), 401(k), 401(a), Roth 457(b), etc.
    -Union Annuity plans
  2. Pre-divorce consulting session
  3. Review of DROs and QDROs