Assessing the taxable nature of your current holdings

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Strategize which tax category to draw income from first to reduce tax burden

04

Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries

05

Tax Planning

01

Strategizing ways to include tax-deferred or tax-free money in your plan

Stretch IRA planning

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4702 E Southern Ave., 

Mesa, AZ 85206

Call

T: (480) 632-8770

 F: (480) 393-1779 

Fleming Financial Services, Inc. ("FFS") is a licensed investment advisor offering advisory services in the State of Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by FFS in the rendering of personalized investment advice for compensation shall not be made without our complying with jurisdiction requirements or pursuant an applicable state exemption.

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