
Should I invest in rental real estate? Owning rental real estate and collecting income has great appeal to many investors, partly since rental real estate…
Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE…
Every day is Independence Day at Moisand Fitzgerald Tamayo At the heart of the meaning of the word “independent” is the concept that one is…
Six common misconceptions empty nesters have about retirement We have been advising retirees and aspiring retirees for over 20 years. Recently a conversation occurred…
How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years…
What you do makes the difference One of the topics that comes up when we take on new clients is how they fared during prior…
The lure of making a quick buck playing the markets is strong and has been tempting people for centuries. From the irrational prices and speculative…
What does the recent stimulus package include? The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (TCDTRA) aka “Coronavirus Stimulus 2.0” passed Congress…
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager Will manage tax department of Orlando financial planning firm Orlando, February 10,…
Why 2020 was remarkable, yet normal 2020 was a year we will long remember for its remarkable events. We were affected by a global pandemic,…
Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes the new president wants to make to the tax code…
Can Social Security be fixed? Despite the fears stoked during an election year, Social Security is not going away. However, there is a need to…