Retirement and Estate Portal


Welcome to the Retirement and Estate Planning portal. There are hundreds of books and millions of web pages dedicated to retirement planning and estate planning, including estate taxation. We’ve listed some topics below that deserve your attention.


General Retirement Planning

The biggest problem in retirement planning is the lack of planning. People don’t plan to fail, but many fail to plan. Determine your objectives. Know your limitations. Review your options. The Watson CPA Group can help you make informed decisions.




Small Business Retirement Planning

Many small business owners want to implement a retirement plan such as basic IRAs, solo 401k plans, cash balance plans or defined benefits pensions. However, the choices are crazy and the tax implications are unknown. Let us help!



The Watson CPA Group is also 401k plan administrators. Most TPAs (third party administrators) do not understand you, your business or your employees. Click on the button below to learn more about our 401k plan services and how we are different.




Estate Planning and Taxation

The three stages in life are accumulation, preservation and transfer. Everyone loves accumulation- it is fun to watch your wealth grow. But if you don’t focus on proper preservation and efficient transfer, why even accumulate at all? Every life comes with a death sentence- sorry, harsh reality. Please don’t ignore the value of proper estate planning.




Stocks, ESPPs, Market Volatility

One of the toughest things to determine is the cost basis of stock that was acquired under a stock option plan (ISO, NSO), a stock grant (RSU), or an employee stock purchase plan (ESPP). And to make matters worse, the stock market can be volatile creating chaos on stock options.




Divorce Financial Considerations

Over two million divorces will be filed, argued and finalized this year. And every case will involve some financial settlement. Wealth is accumulated, whether in an IRA, pension or small business, and that wealth needs to be divided, fairly.




The One Call Team

The One Call Team is concerned about clients only having access to individual silos of quality advice from tax modeling to retirement planning to estate strategies to small business consultation. Therefore we assembled a collaborative team of trusted, independent advisors who work shoulder to shoulder to form a singular financial team under one roof.




Disclaimer: The information on this website is provided for education and informational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The information contained in or provided from or through this website is not intended to be and does not constitute financial advice, investment advice, trading advice or any other advice. The information on this website and provided from or through this website is general in nature and is not specific to you the User or anyone else. You should not make decision, financial, investments, trading or otherwise, based on any of the information presented on this website without undertaking independent due diligence and consultation with a professional broker or competent financial advisor.