Posts by Steven L. Rich

Leave it, move it, roll it, or cash it out? Understand the four main options for an old 401(k), the tax traps to avoid, and why the right answer depends on your whole plan.

Relocating to Florida from the Northeast affects taxes, residency, healthcare, estate documents, and your advisor relationship. Here is what transplants should review.

The first year of retirement sets the tone for decades of decisions. Learn five common income mistakes new retirees make and how a written income plan can help.

When to claim Social Security is one of the biggest retirement income decisions you will make. Learn how age, health, taxes, and spousal benefits factor in.

Are you dreaming of a sunny retirement and wondering if Florida is the right place for you? A big part of that decision comes down to finances, especially taxes. Many people ask, “Does Florida tax retirement income?” The answer is good news for retirees. The Sunshine State is known for its friendly tax policies, which…

Welcome to the Sunshine State! Deciding where to spend your retirement is a huge step, and Florida has long been a top choice for good reason. With its warm weather, beautiful scenery, and friendly atmosphere, it’s no wonder so many people choose to settle here. From bustling retirement communities to quiet beach towns, the best…