Making News…
We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months.
Invest now or wait for a correction?
Financial Q&A: Converting 401(k) to Roth has some tax risks
Can you put required minimum distributions into a Roth IRA?
Are step-up bonds good protection against rising rates?
Can I buy real estate in my IRA?
New rollover rule coming in 2015
In the News…
We also act as a source to many prominent media outlets and speak at and/or attend various conferences.
Ron Tamayo
appeared on WFTV Channel 9 explaining what needed to be done when a man discovered identity thieves tried to obtain a tax refund by filing a false tax return in his name.
Derrick Chandler is now a co-owner of Moisand Fitzgerald Tamayo, LLC. The news was picked up by by Financial Advisor magazine, the Orlando Sentinel and the Orlando Business Journal.
We take pride in the high talent level and low turnover of our staff. Other parties related to the financial planning profession have noticed the success of our people. Advisor Solutions, a publication of TD Ameritrade Institutional, interviewed Charlie Fitzgerald about our employee performance process for their first quarter issue. The piece, “Evaluations that Work,” featured Charlie’s photo and a side bar listing the twelve performance criteria we review at the firm.
Dan Moisand spoke at Financial Advisor magazine’s Retirement Symposium in Las Vegas and at the FPA Retreat in Miami. He did two sessions at both conferences. The topics of his talks were: the ins and outs of generating income in retirement and the complex strategic issues surrounding when to claim Social Security benefits.
Dan continues to help provide some grounded content to CNBC. He recently commented on the importance of personal, coordinated and customized financial planning. Referring to clients, “They had experienced one of the worst market environments and got through it by having a decent plan and being patient.”
Contact Us
If you have any questions or would like to discuss anything further, please give us a call or send us a note.
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