Staten Island, NY Fee-Only CFP/ Thomann Tax & Asset Management Inc.
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NYC Employees/Retirees

Thomann Tax & Asset Management, Inc. has special expertise for the tax and retirement planning needs of active and retired New York City employees.  Because the needs and circumstances of active and retired NYC employees are so unique we have set up a special section of our website just for you.  The NYC Employees and Retirees section includes information about the NYC Deferred Compensation Plan, a Blog to stay up to date on relevant news, White Papers, and retirement planning calculators for NYC employees


Services-Retirement Planning

At Thomann Tax & Asset Management, Inc. we have extensive experience handling retirement planning and provide direct, honest answers to your questions.  The following are some of the retirement planning topics we have helped clients with:

  • one (1) Hour Retirement Planning Consultations
  • retirement plan conversions to Roth IRAs
  • general IRA issues
  • required minimum distributions
  • removing money from retirement accounts before 59 1/2 years old without penalty
  • analysis of final distribution (final loan) from NYC Pension Plans
  • advanced tax planning of distributions from retirement accounts


Services-Investment Planning


About Us

Thomann Tax & Asset Management, Inc. is a tax preparation and independent fee-only investment advisory firm located in Staten Island, NY.  Thomann Tax & Asset Management, Inc (TTAM) provides independent, objective financial planning and advice to help you make more informed and educated financial decisions.


 
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