July 12, 2017

Older Than 55 And Younger Than 59½? Be Careful Rolling Over That 401k

We’ve seen it too many times. A retiree under the age of 59½ equipped with a traditional IRA balance that is bursting at the seams and […]
August 19, 2017

Florida Retirement System Investment Plan

This article is meant to serve as a caution flag arising from a somewhat alarming trend that the Florida financial advisors with our firm have noticed […]
October 12, 2017
Orange autumn trees seen from the forest floor against a blue sky.

401k: After-tax vs. Designated Roth Account

Some confusion remains about the difference between after-tax contributions to a 401k plan and contributions made to a Designated Roth Account within a 401k plan. Our […]
October 24, 2018

Retirement Income Strategies (Part 1)- Systematic Withdrawals

In this series, we will explore some of the most common strategies for retirement income generation.  This is by no means a “how-to” guide, but, rather, […]