retirement planning chicago

Retirement Planning Services in Chicago, IL

Nobody really knows how long they will be around after retirement. A good retirement plan assumes a longer life to assure the money lasts, and your plan should reflect actual investment results. Availing yourself of retirement plan advisors in Chicago helps you to create a retirement program that works.

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retirement planning chicago
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4000+ Happy Clients
We service 1,000+ businesses and 3,000+ individual clients, many of them located nationwide.
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36 Years of Experience
Since 1986, we’ve provided comprehensive tax and accounting solutions for individuals and businesses.
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52 States Serving
With our technology stack, we provide remote accounting services for you and your business, regardless the location.

Experienced Chicago Retirement Plan Advisors

Susan S. Lewis LTD. brings over a quarter century of tax and accounting expertise to clients in search of retirement planning Chicago. As a solution-oriented firm that serves clients throughout the United States of America, we pride ourselves on service customized to each individual or business that makes up our clientele. The legal or tax advice is by no means general but always unique to the client. Retirement planning may be a simple affair or a complicated challenge with many moving parts. Either way, we can help you create a future that keeps your financial wellness front and center.

chicago retirement planning

Retirement Plan Services for Businesses and Individuals

The best plans begin with people such as a retirement specialist who can marry the realities of your situation to your aspirations after you are done working. Retirement plans are numerous and varied, and we help you select a plan that works for you now, and will do so when you pull back from active employment.

401k Plans and Investment Choices

We advise on retirement plans for individuals and also for business entities that shop on behalf of employees. The 401k, at its simplest, is a profit-sharing vehicle that lets employees contribute a portion of their income to a fund that invests the money. Under certain plans, the employer matches these contributions. We help clients review where a given account invests the money and whether it includes advisory services.

Simple IRA

An individual retirement account (IRA) is an account opened with a bank or other institution whereby the increases in value are either tax-free (Roth) or tax-deferred (traditional). With a Roth product, contribution monies are taxed when earned, and a traditional IRA sees distribution income taxed while contributions are left alone. Either way, your savings can compound at an accelerated rate. A rollover IRA is opened with funds from another retirement account.


A simplified employee pension (SEP) IRA is set up by the business on behalf of an associate whereby the employer can make contributions to the IRA when they so choose. Each contribution is tax-deductible for the employer. Tax advantages to businesses with fewer employees include a credit, among other benefits, to offset the cost of setting up the SEP in the first place. A SEP may be desirable depending on retirement goals.

Retirement grows closer with each passing day.

Do not wait to prepare. Contact us at your earliest convenience.

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Our Retirement Planning Process

At Susan S. Lewis LTD., we are methodical in our delivery of retirement services. One step builds on another until your plan is in place, at work, and completely sustainable.

Our Expat Tax Planning Process.
  • Schedule an appointment

    The first step when evaluating retirement plans is for the client to contact us and schedule an appointment, either in person or remotely. In this meeting, we establish parameters for the firm’s involvement.

  • Explore your business

    Next, our firm gets to know your business and finances. The foundation of informed decisions is knowledge, and we do not proceed until we have a sufficient understanding of your cash flow, entity structure, and other aspects of your particular situation. Only then can we fit you with an ideal retirement plan?

  • Analyze your financial data

    Thirdly, our firm does a deep dive into understanding your financial data. We sharpen our pencils, very high-tech pencils, and formulate scenarios that provide a retirement plan design that generates comfortable incomes through optimal investment. We approach this task from all four corners of your individual situation or business outlook.

  • Presentation

    Finally, we present to you the most stable and highest-yielding retirement plan available.

Why Choose Our Chicago Firm for Retirement Planning?

Frankly, there are many CPA retirement planning advisors and tax advisors that work with future retirees. stands out from the crowd.

Satisfied Clients

Satisfied Clients

We boast over 4,000 clients, past and present, who attest to their complete satisfaction with our tax and accounting services.
Remote services

Remote services

Although Chicago-based, we serve clients in every state in the union plus the District of Columbia. We master the tax codes and financial regulations of every jurisdiction.


Longevity counts for a lot: is in its 37th year of advising clients on assets, investing, and responsible business practices.
Deep expertise

Deep expertise

Our accountants and advisors have proven their financial mettle in the most challenging cases.

Client Reviews

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Susan S. Lewis LTD and her entire staff has always guided me with their extensive knowledge and confidence. Love working with them
Mary Ann Poulos
The office is professional, the staff is responsive, and most importantly the work is exceptional.  The depth of Sue's knowledge, and the support of her team are truly unmatched
Marieantoinette Zamora
Susan and her team are the absolute best! Their work is exceptional and the service is unmatched! I would highly recommend them
The Aesthetic Professional
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FAQs about Retirement Planning

  • Do you work with individuals as well as businesses?

    We serve individuals, families, and commercial entities.

  • What are retirement services?

    In short, retirement services help you to select a plan or plans that generate wealth to live on after you stop working.

  • The most common retirement plans are?

    401k accounts, IRAs, SEP IRAs, and third-party administrative services (TPA) are popular plans.

  • What is a 401k?

    This is a workplace-oriented plan where employees make contributions from their income according to an annual limit.

Let’s Get Started

The professionals at are eager to be your retirement plan advisors. You can trust us to give sound advice regarding your retirement and getting ready for it. Contact us today.

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