CG Tax Services logo white
Committed to Helping You Pay the Lowest Tax Legally Possible

Thorough Retirement Planning Services in Cypress, TX

For most of your adult life, you’re facing challenges that are similar to one another. As a result, you can use the experience you’ve gained to make decisions, even in difficult scenarios. But retirement is different. It’s a complete paradigm shift in the way you’ll live your life. Because of this, many of your previous experiences won’t apply to retirement the same way they did to workforce life. If you can’t apply your own experiences, you’ll have to rely on someone else’s. That’s where we come in. At C&G Tax Service, we’ve spent more than three decades providing clients in the Cypress, TX area with advice on how to approach their retirement planning. If you don’t have an airtight retirement plan, you may get blindsided by unforeseen income or tax issues. Don’t let that happen. Instead, trust us as your retirement plan advisors.

At C&G Tax Service, we proudly serve personal and business clients in these areas:

  • Hufsmith, TX
  • Tomball, TX
  • Cypress, TX
  • Northwest Houston, TX
  • Kohrville, TX
  • Rose Hill, TX
  • Aberdeen Green, TX
  • Copperfield Place, TX
  • Jersey Village, TX
  • Louetta, TX
  • Champion Forest, TX
CG Tax Services logo

Our Retirement Plan Services

In previous generations, you could rely on your children to take care of you once you retired. However, today’s economy is turning that convention on its head. Millennials are the first American generation since the Second World War that will be poorer than their parents on average. Millennials make less than their forbears and they’re also usually saddled with debt. As a result, the age-old practice of relying on your kids to take care of you after you retire may not be feasible for many present-day Americans as they enter their golden years. Instead, you need to be self-sufficient. Now more than ever, you need a bulletproof retirement plan. That’s why Americans from every age bracket are relying on the advice of retirement plan services.

At C&G Tax Service, we offer our individual clients advice on a variety of different retirement plan options. We’ll identify your specific quality of life needs, deduce the costs associated with it, and find a way to make your assets pay for it. In addition, we’ve developed a robust employee retirement planning service for our business clients over our 35-year career. As a result, you can trust us if you need reliable, professional retirement planning services for you or your employees.

Retirement Tax Planning: The 411

Just because you’re retired doesn’t mean you get to stop paying taxes. In fact, the IRS will tax your Social Security pension at a rate dependent on any other monthly income you have. In some cases, the IRS can tax up to 45 percent of your Social Security payments. This is a complicated scenario that everyone has to face. But with sound financial planning, you can minimize the effect of retirement tax on your Social Security income. An advisor can brainstorm outside-the-box plans like investing in tax-exempt assets and lowering the amount that you take from your retirement accounts can help mitigate the blow of retirement tax. That way you can keep more money in your pocket and out of the hands of the IRS.

Get In Touch

Services Needed*:
Any Questions or Project Details?

Location

12119 Heatherwick Dr
Cypress, TX 77429

Phone

+1 (281) 370-1120

Business Hours

Mon-Fri:
8:30 AM to 4:30 PM
Sat: By appointment only
Sunday: Closed

FINANCIAL DISCLAIMER:
The information contained on this website is presented for informational and marketing purposes only and is not to be understood as financial advice. You should consult with a representative from our C & GTAX Service for further information, the mere act of contacting C & GTAX Service does not create a client relationship. As a result, you should never send any confidential information to our office until representation or client relationship has been established.