Retirement guides, written for Volusia County
Plain answers to the questions people bring to Steven’s classes. Read before you decide.
Retirement income planning
Turn savings into a paycheck that lasts
Retirement income planning services- Why a Written Retirement Income Plan Matters More Than Portfolio Performance
- The 5 Biggest Income Mistakes New Retirees Make in Their First Year
- What To Do With an Old 401(k) After You Leave a Job or Retire
- How much can I safely spend in retirementPlanned
- The BIG Bucket Framework explainedPlanned
- Retirement readiness checklist, 5 years outPlanned
- Should You Take Social Security at 62, Full Retirement Age, or 70?
- Spousal and divorced spouse benefitsPlanned
- Social Security survivor benefitsPlanned
- How Social Security is taxedPlanned
- Roth Conversions in Retirement: When They Help and When They Backfire
- Does Florida Tax Retirement Income? What You Need to Know
- Roth conversions in the gap yearsPlanned
- Required minimum distributionsPlanned
- Qualified charitable distributionsPlanned
- Which account to withdraw from firstPlanned
- Inherited IRAs and the ten year rulePlanned
- Medicare Enrollment Mistakes That Can Cost Retirees Money
- Turning 65: the Medicare timelinePlanned
- IRMAA explainedPlanned
- Medicare Advantage vs Original Medicare with a supplement in Volusia CountyPlanned
- Hybrid long term care insurance and other ways to pay for carePlanned
- Are annuities a good investmentPlanned
- Fixed, fixed indexed, and immediate annuities comparedPlanned
- Annuity income riders explainedPlanned
- 1035 exchanges and surrender chargesPlanned
- I inherited an annuityPlanned
Retiring in Volusia County
What changes because I live or move here
Retirement planning in Volusia County- How Florida Changes Retirement Planning for Northeast Transplants
- Discover the Best Places to Retire in Florida Today
- Homestead, Save Our Homes, and portability for retireesPlanned
- Retiring from FRS: pension, DROP, rolloverPlanned
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The Retirement Confidence Checklist
Eight concerns, ranked by you. Fill it in before your first visit and the conversation starts where it matters.
Get the checklistRetirement Confidence Checklist
Rank each concern: 1 = top concern, 2 = moderate, 3 = least
- Running out of money
- Keeping up with inflation
- Paying too much in taxes1
- Protecting savings from market downturns
- Maximizing Social Security benefits
- Knowing when and how to draw from accounts2
- Feeling confident when markets fluctuate
- A tax-efficient, written income strategy
