When it Make Sense To Work With An Accountant

Some only contact a CPA once a year —  when preparing a tax return.

But checking in with a knowledgeable CPA before taking money from your retirement account, or a traditional or inherited IRA, may help you avoid poorly timed withdrawals that may increase your taxable income, or the taxes you pay on your Social Security benefits.

Hiring a tax advisor can ultimately save you a lot of money over the course of a retirement that can last 30 years or more