What is Advanced Estate Planning and Why is It Crucial Now? Estate planning goes far beyond simply drafting a will.  And yet, a study conducted by […]

Retirement is not just about accumulating money—it’s about turning those savings into a sustainable income stream in a smart way. Many retirees in Florida have diligently […]

This week, my name, Alonso Rodriguez Segarra, appeared in an incredible and, I must admit, unexpected place: GoBankingRates list of the Top 100 Money Experts. Sharing […]

Retirement is a monumental milestone, a time to enjoy the fruits of years of diligent work and savings. However, many investors think that’s where their retirement […]

Inherited IRAs: The Hidden Tax Trap Most Beneficiaries in Overlook When a loved one passes away and leaves behind an Individual Retirement Account (IRA), it can […]

Introduction If you are a retiree who has started receiving Required Minimum Distributions (RMDs), you may be asking yourself a very common question: What should I […]

Introduction: Can You Still Grow a Roth IRA After Retiring? Retirees in Florida often face the same dilemma: The truth is that while direct Roth contributions […]

Introduction: Have You Ever Wondered If There’s a “Perfect” Moment to Convert Your 401(k) to a Roth IRA? Timing is everything in finance. Investors often ask: […]

Welcome to the next chapter of your life in sunny South Florida! For many years, your large home in Palm Beach has been the backdrop to […]