Skip to content
  • Burke CPAs & Advisors
  • ProTem Legal Solutions
  • Burke Pros
  • Concentric Wealth Management
  • Schedule Appointment
  • Access Client Portal
  • We're Hiring!
Burke CPAs & Advisors

513.455.8200

  • Specialties
    • Launch
    • Manage
    • Grow
    • Exit
  • Tax & Accounting
  • Business Consulting
  • HR & Staffing
  • Wealth Management
  • Who We Are
    • Our Story
    • Our Team
    • Insights
    • Careers
    • Contact Us

Tag: IRA

Your 5-Step Retirement Plan

Your 5-Step Retirement Plan

If you’re planning to retire sometime in the next 10 years, here’s some crucial advice: Take a very hard look at your 401(k). While employer-sponsored savings plans, such as 401(K)s, usually are a great place to stash money during most of your working years, they may not be as great if you’re getting ready to […]

Read more »

Posted on November 20, 2014November 19, 2025 by Diego Vallota

Topics

  • Accounting
  • Book Reviews, Interviews, & Podcasts
  • Finance
  • Managing Your Business
  • Social Security
  • Strategy
  • Talent & Employee Management
  • Tax & Risk Management
  • Uncategorized
  • Value Creation
  • Wealth Management

Recent Posts

  • Setting Up for Success: How to Choose the Right Business Structure in 2026
  • 2025 Tax Review: What Changed & What Is Ahead
  • Burke CPAs & Advisors Acquisition of Schwartzel & Co. LLC
  • Employee Gifts and Holiday Parties: What Is and Isn’t Tax Deductible?
  • Can a Company Ever Grow Too Fast Too Soon?

Cincinnati Office

901 Adams Crossing
Cincinnati, OH 45202
513.455.8200

Kentucky Office

2039 Dixie Highway
Ft. Mitchell, KY 41017
859.344.8887

Richmond Office

1909 Chester Blvd
Richmond, IN 47374
765.965.4562

Follow Us

Subscribe To Our Newsletter

This field is for validation purposes and should be left unchanged.
  • Privacy Policy
  • Sitemap
Burke CPAs & Advisors © 1988-2026 Burke CPAs & Advisors
All rights reserved.