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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:

bisaacson@itaxfl.com

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.

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.

Newsletters

HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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What Is Value Investing?

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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Dont Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

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HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits

Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

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