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Retirement Planning

Improving the Quality of Your Retirement

Financial planning for retirement significantly impacts your ability to meet your overall professional and personal objectives. Joselit can help you identify tax opportunities to proactively help you maximize your tax saving opportunities and improve your quality of life at retirement.

Joselit’s Phoenix tax specialists have a comprehensive understanding of local, state, multi-state and federal tax regulations. We provide a full range of financial planning services and can help you:

  • Realize significant tax deferrals
  • Address retirement plan options
  • Objectively analyze your portfolio
  • Minimize financing costs of debt structure
  • Strategize retirement plan withdrawals
  • Select timing of social security benefits
  • Achieve your long-term financial goals

We accurately assess the impact of taxes on your retirement plans. And we work to minimize that impact.

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