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http://www.palomartax.com/estate-trust-planning
Retirement planning takes time and can change as your situation changes. Palomar Tax & Business Management, Inc. can re-evaluate your retirement plan as your circumstances change to continue to provide the best retirement plan possible. Retirement planning can start off small. It does not have to be all or nothing! Save what you can now and continue to stay on track and set goals. These goals can change over time so it is important to monitor out clients’ portfolios and reassess our clients’ retirement plans.
Palomar Tax & Business Management, Inc. will look for ways to minimize fees by searching for the best investments. We will focus on ways to decrease your tax bill and save for retirement. We can assist claiming a saver’s credit in addition to the tax deduction on your retirement account contributions. Palomar Tax & Business Management, Inc.'s staff can walk you through the process and create an effective way for you to prepare for retirement and your future.
Call (760) 599-1040for a FREE Phone Consultation.
Palomar Tax & Business Management
2333 State St #200 Carlsbad, CA 92008