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Moisand Fitzgerald Tamayo, LLC named to list of America’s Best Financial Advisory Firms by USA Today, again
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s Best Financial Advisory Firms by USA Today, again Orlando, May 7, 2025 –…
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Coordinating Social Security, Pension, and Portfolio Income as a Florida Resident
For many in Florida, retirement is not funded by a single stream of income. It may involve Social Security, pension decisions, IRAs, brokerage assets, and…
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Rebalancing for Risk: When & How to Shift Toward Capital Preservation in Florida Retirement
A portfolio can look strong on paper and still be poorly matched to retirement. Once distributions begin, the mix of holdings has to support spending…
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Roth IRA Conversions in Florida Retirement: Timing, Tax Benefits & Long-Term Value
For many people, retirement creates a new window to revisit old tax assumptions and make more deliberate decisions about where future income will come from.…
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How to Turn a $2–10M Portfolio into Sustainable Retirement Income in Florida
If you’ve built a $2–10M retirement portfolio, your primary challenge has likely shifted. Accumulation may no longer be the main focus. The real work now…
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What’s new in 2026?
What’s new in 2026? Plenty! We’ll start with a couple of changes that were created in recent tax legislation. As always our tax advisors are…
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Want to retire before 65? These milestones are critical.
Want to retire before 65? These milestones are critical. Many people want to retire before the traditional retirement age of 65. With enough planning, diligence,…
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Changes to Social Security: What’s true, what’s false and what to expect
Changes to Social Security: What’s true, what’s false and what to expect Changes to Social Security are a favorite topic of the rumor mill and…
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How can I avoid interest and penalties on my taxes?
How can I avoid interest and penalties on my taxes? Filing a tax return will reconcile what we paid toward our tax liability during the…
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Non-financial questions to consider before retirement
Non-financial questions to consider before retirement The decision to retire is clearly predicated on one’s financial situation. We’ve been helping people retire for a few…
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Important tax changes for 2024
Important tax changes for 2024 Every year, there are changes to laws that affect our taxes. In our January newsletter, we outlined the new 2024…
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When are Roth IRA Distributions Taxable?
When are Roth IRA distributions taxable? From Ken in Satellite Beach: I thought once you turned 59 ½, Roth IRAs are tax-free, but a 63-year-old…
