In the complex universe of retirement planning, every decision counts. From the choice of your investment vehicles to the way you structure your income. Each step […]

Introduction: The Hidden Risk in Your Retirement Plan In this blog, we’ll break down everything you need to know to avoid costly RMD errors, explain how […]

Understanding the 10-Year Rule and How Strategic Planning Can Save Your Legacy   For families in Boca Raton, passing wealth to the next generation is often […]

Is Roth Conversion the right strategy for you? How does it fit into your current complex financial situation and long-term goals? In this comprehensive guide, we’ll […]

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 […]