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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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Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Read
Read
When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Making the most of Medicare's open enrollment period
Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Read
Could you thrive in a niche retirement community?
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Read
Is it time for a change of plan?
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity
Read
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Where Medicare falls short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Social Security myths and misconceptions
Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
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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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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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