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What to Do with Your 401(k) When You Retire: Rollover, Leave It, or Take Distributions?

If you're retiring or recently retired and you're trying to figure out what to do with your 401(k), here's what you need to know.

5 Financial Moves to Make Before December 31st (If You're Nearing Retirement)

Year-End Financial Planning Checklist for Pre-Retirees and Retirees.

What Is a Fee-Only Financial Advisor?

Learn what a fee-only financial advisor is, how they differ from brokers, and why working with one helps you make confident, unbiased financial decisions.

Are Roth Conversions Right For Me?

Wondering if a Roth conversion is worth it? Learn how Orlando retirees can save on taxes, Medicare, and Social Security with smart planning.

Tax Planning Tips for Retirees in Florida

Five smart tax planning strategies every Florida retiree should consider.

Turning Job Loss Into a Tax Opportunity: A Young Family's Case Study

What looked like a financial emergency turned into a smart tax planning opportunity.