planning for retirement


tax-saving strategies

15 Apr Retirement 103

  It’s never too early to plan for retirement. It may seem obvious, but in retirement your income will usually be less when compared with your working years. That’s why it’s a good strategy to begin saving while you have income. Tax-saving strategies during retirement will...

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retirement planning

23 Feb Retirement Planning 101

As a second generation estate planning law firm, we at Phelps LaClair understand the anticipation of retirement. Retirement planning, like estate planning, requires an honest assessment of your dreams, desires and goals for your golden years. Estate planning deals with your assets: financial accounts, real...

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secure act

01 Jan The SECURE Act

A bill has been passed by both houses of Congress that could impact the tax liability of any retirement funds that you pass on to your heirs. At Phelps LaClair in Chandler, Mesa, Phoenix and Scottsdale, the estate plans we write are designed to maximize...

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