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.
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
Download: 7 Financial Decisions to Consider Before Accepting a NextEra Retirement Offer
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
Why Work With the Center for Asset Management?
Peter Blatt’s background in accounting, law, advanced taxation, and financial planning provides a unique perspective when evaluating retirement decisions.
Our process helps clients coordinate:
- Retirement income
- Investments
- Taxes
- Social Security
- Estate planning
Because these decisions should not be made independently.
Schedule a Complimentary Review
If you’re considering retirement from NextEra or FPL, we welcome the opportunity to help you understand your options.
To schedule, click on the button below or call us directly at (561) 625-0900, ext. 104.
