Plan Your Retirement with Confidence.
Retirement decisions can have a lasting impact on your retirement income, taxes, investment strategy, and long-term financial security.
At the Center for Asset Management, we help NextEra and FPL employees implement a process that evaluates retirement decisions.
A Message from Peter Blatt
Watch Our 3-Minute Retirement Planning Overview
Key Planning Areas We Help Evaluate
NextEra Employee Retirement Savings Plan Allocation Decisions
We help you determine the appropriate Retirement Savings Plan allocation based upon a comprehensive analysis of your goals and current retirement readiness.
Retirement Income Decisions
Can your retirement assets support the lifestyle you envision? We help evaluate retirement income strategies, withdrawal planning, and long-term sustainability.
Pension Elections
Understanding available pension options and how those decisions may affect retirement outcomes.
NUA Opportunities
For employees holding appreciated company stock, Net Unrealized Appreciation (NUA) strategies may provide valuable tax-planning opportunities. We help evaluate whether these strategies may be appropriate within the context of your overall plan.
Tax Planning
Retirement decisions often create important tax implications.
We help identify opportunities involving:
- Tax-efficient withdrawals
- Retirement income planning
- Roth conversions
- Distribution strategies
- Long-term tax planning
- Roth Conversion Strategies
For some individuals, retirement transitions create unique opportunities to evaluate Roth conversions and future tax flexibility.
Social Security Timing
When should benefits begin? We help evaluate claiming strategies, spousal benefits, and income coordination considerations.
Estate Planning Coordination
Retirement planning and estate planning should work together. We help ensure beneficiary designations, trusts, legal documents, and financial plans remain coordinated.
COMPLIMENTARY RETIREMENT PLANNING GUIDE
7 Financial Decisions to Consider Before Retiring from NextEra
This educational guide covers:
- Retirement Income Planning
- Pension elections
- Company stock considerations
- NUA Opportunities
- Tax Planning Strategies
- Roth conversion opportunities
- Social Security timing
- Common planning mistakes
Meet Peter Blatt, J.D., LL.M.
PRESIDENT | CENTER FOR ASSET MANAGEMENT
Peter Blatt is the President of Center for Asset Management and has more than 20 years of experience helping individuals and families prepare for retirement. As both a financial advisor and attorney, he helps clients navigate retirement income planning, investment management, tax planning, and other important financial decisions with confidence.
Peter holds degrees in Accounting, Law, and Taxation and has been featured in The Wall Street Journal, Yahoo Finance, SUCCESS Magazine, and Fox Business.
