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Lisa has written a number of best selling books to help you plan for your retirement:

Contact Lisa Hay, CPA, CFP®, RICP® to learn more about working together to develop your customized Retirement Withdrawal Plan.

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To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Taxpayers should seek professional advice based on their particular circumstances.

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