by Shaun Wilson | Nov 21, 2025 | Blog
Imagine you’ve just moved into The Villages. The golf cart is in the garage, Social Security is turned on, and your 401(k)/IRA balance looks big on paper. But one question won’t leave you alone: “How do I turn this lump sum into steady monthly paychecks I can count...
by Jen Zaleski | Oct 28, 2025 | Blog
Retirement income strategies that work! Most retirees keep the bulk of their savings in tax-deferred accounts like 401(k)s and IRAs. That can create a tax time-bomb when it is time to withdraw. This guide introduces Greg Parady’s simple “Red, Yellow, Green” model for...
by Jen Zaleski | Sep 29, 2025 | Blog
Retirement should be your reward, not a time to worry about the IRS taking more than their fair share. But with the 2017 Tax Cuts and Jobs Act set to expire at the end of 2025, the window for historically low tax rates is closing fast. In response, Roth IRA...
by Jen Zaleski | Sep 9, 2025 | Blog
If you’re planning for retirement in The Villages, FL, and wondering how annuities work, you’re not alone. With Google searches for annuities skyrocketing over the last 18 months, retirees are looking for dependable, low-stress income strategies that don’t ride the...
by Jen Zaleski | Aug 15, 2025 | Blog
For most of us, helping our kids is a no-brainer; leaving a legacy is a high priority for many retirees, but figuring out how to do that isn’t as simple as drawing up a will. In fact, without proper planning, leaving an IRA to a child who’s more of a saver could cost...
by Jen Zaleski | Aug 1, 2025 | Blog
When we think about retirement planning, many people focus more on money coming IN, rather than money going OUT. We’ve talked quite a bit about how minimizing taxes in retirement is a crucial strategy for maximizing your income, but there’s another factor that is...
