I recently retired from a large municipality but continue to do contract work. I have a pension, a 401a (pre tax), a 457b (pre tax), a SEP, and cash savings. My wife has an IRA. Additionally, we are selling our primary residence and will be leasing in the area for another year or so before retiring permanently, so we will have that equity in cash. Our plan is to immediately purchase either single or multi-family rental property, for an income stream. Once I retire permanently, we will buy another permanent residence.

Our annual tax preparation, to this point, has been fairly easy.  Now that we are wanting to move pre tax money and start investing, things are getting extremely more complex.  With so many moving parts, the situation obviously requires the management of a seasoned professional, with RE experience.  I am in a semi-rural area, about 90 minutes north of Houston, with a few CPAs and tax attorneys but not really any with significant RE experience, that I can find anyway. 

Any advice?