Retirement Planners of America
“RPOA has been very helpful tax planning and being strategic on future RMDs that can become a tax burden if not planned for. Ben has helped layout options to consider before being forced to take these withdrawals. Future modeling with software for net worth and revenue vs expenses projected out is very nice and helpful. Account growth has been ok but maybe only marginally better than my self managed employer sponsored retirement accounts with other very large well known financial/401k companies. Pretty happy overall and very happy with Ben as my advisor.”
