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    2531 Landmark Dr Ste 201 Clearwater, FL 33761-3928 T: 727.738.6101 F: 866.692.7298
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Refresh and renew your portfolio this spring
Review your cash flow and tend to your RMDs as tax season approaches.
Retirement & Longevity
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Read
Read
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Economy & Policy
Don’t allow boredom in retirement to get the best of you
When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Read
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
How does SECURE Act 2.0 change saving for retirement?
Washington Policy Analyst Ed Mills outlines key components of the new legislation.
Retirement & Longevity
Read
Counting on the Social Security COLA
Three things to keep in mind once higher Social Security benefits start rolling in.
Retirement & Longevity
7 RMD strategies during times of market turbulence
When markets are down, what options do you have for RMDs?
Retirement & Longevity
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Confidently navigating changes near retirement
Finding a new way forward requires emotional fortitude as well as financial support.
Retirement & Longevity
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The future at your fingertips

Tampa Bay Financial Planning logoTampa Bay Financial Planning logo
  • Tampa Bay Financial Planning
  • 2531 Landmark Dr Ste 201 Clearwater, FL 33761-3928
  • T: 727.738.6101
  • F: 866.692.7298
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Tampa Bay Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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