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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

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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.

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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.

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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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