Retirement and Pension Consulting

Thomann Tax provides 1-on-1 retirement consulting sessions:

  • Review and explanation of pension estimate
  • Calculation of pension and divorce
  • Pension tax issues
  • Pension divorce issues
  • VSF DROP
  • 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.
  • NYC TRS TDA
  • Union Annuity plans

To schedule an appointment call 718-720-1712 or send an email: info@thomanntax.com