In the last five to ten years there’s been a dramatic shift in what people want and need from their CPA’s and Advisors. As the AICPA put it, CPAs are now expected to be their clients’ “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.” Accordingly, Advisors are recently under the same pressure. Clients are demanding more. Being able to provide proactive planning and solution driven strategies will create an ongoing stream of referrals.
Retirement Actuarial Services is a team of professionals who specialize in Qualified Retirement and Tax reduction planning. Our goal is to bring customized retirement planning and exceptional customer service to small business owners. We work and collaborate with your tax advisor to create a team that understands how to design, implement and maintain powerful strategies that big business’s use to create wealth.
Stephen and Kathleen at Retirement Actuarial Services have been amazing to work with. I highly recommend them for anyone looking to maximize their wealth.
CEO of Thompson Tee
"Implementing Designer DB Plus for my small business clients has yielded tremendous tax savings (ranging from hundreds of thousands to almost a million dollars per case). This strategy has become one of the most powerful tools I have been able to introduce to my clients and has helped me maintain my position as my client's most trusted advisor. By Partnering with RAS, I have dramatically increased my referrals along with my firm's revenue and cannot be more pleased with our relationship with Steve and Kathleen"
Ray Kondler CPA
Kondler & Associates CPAs
There are more choices now than ever when it comes retirement plans. For small businesses, navigating these choices and making informed decisions is key to maximizing retirement savings for owners and employees. The RAS team has been instrumental in developing a plan that has helped Transmission Analytics maximize retirement savings thereby helping our staff reach their long-term goals sooner. The RAS team is responsive and easy to work with, we would highly recommend the RAS team to those seeking customized retirement solutions tailored for your business. The customized plans continue to provide tremendous tax savings!
CEO Transmission Analytics LLC
This Team is the Best !! For Years they have been my Go-To for maximum tax savings and helping me keep great employees. The customization of the plan design helps me navigate the different businesses I own while helping me capture the largest tax deductions and keeping the lions share of the plan contributions even though I own several businesses with many employees. Give them a call, it will be worth your time !!
Partner of BFE/FMA/BMA
Steve and Kathleen provide great service and can help business owners implement one of the best retirement plans, the Designer 401K+. The client can deduct contributions, let them grow tax-deferred, and then take them out as a Tax-Free benefit for Health costs in retirement including health insurance premiums. Brilliant! It is one of the best Tax-Free moves for business owners.
Wealth Management LLC
You have finally built your business into a success, but with that success comes high tax liabilities. You are thinking you want to retire with the same lifestyle you have worked so hard to achieve.