Thank you for requesting our Guide to the 7 Financial Decisions Before Retiring from NextEra.
We hope this guide provides valuable insights as you prepare for retirement. Inside, you'll find information on retirement income planning, pension distribution options, tax planning, NUA opportunities, Social Security, healthcare decisions, and estate planning considerations.
Click the button below to download your complimentary guide.
Questions After Reading the Guide?
Every retirement is unique. While this guide provides an overview of the key financial decisions many NextEra and FPL employees face, your retirement goals, benefits, tax situation, and financial circumstances are unique. If questions come to mind as you review the guide, we're here to help you evaluate your options and make informed decisions with confidence.
✓ Retirement income planning
✓ Pension distribution options
✓ NextEra stock & NUA opportunities
✓ Tax-efficient withdrawal strategies
✓ Social Security claiming decisions
✓ Healthcare and Medicare planning
✓ Estate planning considerations
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.
