Retirement Planning is an important step for your financial future, and there are many tax pitfalls to avoid. Joanne’s Retirement Planning Service includes:

• Client interview to assess current financial status and project future needs
• Analysis of retirement options including tax implications
• Identification of retirement issues that may influence your financial decisions
  • Current and projected health issues
  • Social Security options and timing
  • Personal or family issues
• Written recommendation as to which option you should take
• Preparation of employer forms required to implement your retirement choice with them

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