Independent Actuaries, Inc. (IAI) is a vibrant group of talented professionals committed to delivering incomparable service to our clients. IAI understands business owners and their individual diverse requirements, so we are dedicated to designing the best plan to fit your specific retirement needs. We invite you to experience IAI’s customized difference by contacting us today and set up a meeting with one of our consultants. We look forward to working with you.
Did You Know?
Did you know that you can access generic client forms on our website?
Click here for easy download of our annual data request forms, including 1099-R requests.
IAI is a wonderful organization of professionals that are easy to work with. They deliver what they promise, when they promise it, and always provide value to our clients. — Director Tax Advisory Group, Brighton Jones, LLC,
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