Retirement Plan & Taxes

Your name

Schedule a meeting with:

Wendy Rosen, Financial Advisor | Prudential Advisors

Phone: 847-306-3174 | Cell: 847-561-3133

Adrian Scurtu, CPA

Phone: 224-352-2645

Retirement Investments

What are 3 ways you can invest now to save for retirement?

What is a Qualified Business Income Deduction?

What type of tax entity are you setting up?

If a majority of your income comes from commission, you need to pay quarterly taxes to both state and federal.

Have you set up your quarterly IL State taxes?

Yes

No

Have you set up your quarterly IRS federal taxes?

Yes

No

What are 5 things an agent can deduct as a business expense?