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Isaacson Tax & Estate Advisors

1301 N. Congress Ave Suite 350
Boynton Beach, FL 33426

Phone:

(561) 536-0585

Fax:

(561) 536-0586

E-mail:

Contact Us

Please feel free to contact us with any questions.

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Your "One Stop" Retirement Information Center

Isaacson Tax & Estate Advisors is a full service retirement planning company, headquartered in Boynton Beach since 2004.  We are accredited members of the Better Business Bureau of South Florida and are active members of the Boynton Beach Chamber of Commerce. 

Unlike many brokerage firms which have “house products” that their advisors often push, we are purely independent and are “goal driven,” not “product driven.”  Since we also provide tax preparation services for our clientele, and work in close conjunction with estate planning attorneys, our planning and advice is specifically tailored to your individual situation.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Describes how Roth accounts can generate tax-free retirement income.

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Reviews annual enrollment dates and options for Medicare participants.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck