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 & Johnsen, CPAs LLC can help you identify tax opportunities to proactively help you maximize your tax saving opportunities and improve your quality of life at retirement.
Joselit & Johnsen, CPAs LLC 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.