5 Ways Tampa Bay Residents Can Maximize Their Retirement Savings in 2026
Is your 2026 retirement plan optimized for the current tax landscape? From "Super Catch-Up" contributions to leveraging Florida's state-tax-free income, here are five high-impact moves every Tampa Bay resident needs to consider this year.
DROP vs. Waiting: How to Decide When to “Retire on Paper”
Deciding when to enter the USF DROP program is a high-stakes math problem. Compare the benefits of starting your "paper retirement" now to earn 4% interest versus waiting to build a higher pension base for your life in the Tampa Bay area.
Inheriting a Florida Home? How to Avoid Probate and Save Thousands in Taxes
Don't let your family's biggest asset get stuck in Pasco County probate court. Learn how to use a Lady Bird Deed to maintain control of your home while ensuring your heirs receive a tax-saving "Step-Up in Basis" on your Land O' Lakes property.
Designing Your USF Retirement: A Guide for Professors and Administrators in the Tampa Bay Area
USF faculty face a major decision between the SUSORP and the FRS Pension. Whether you are an "academic nomad" or planning a long-term career in Wesley Chapel, learn how to choose the retirement path that offers the most flexibility and security for your future.
The Legacy Strategy: Why Your Heirs Want Your Roth and Your Charity Wants Your IRA
Inheriting a pre-tax IRA in 2026 can be a tax nightmare for your children. Discover why a Roth IRA is the ultimate legacy gift for your heirs in Land O' Lakes, and why your Traditional IRA is actually the perfect asset to leave to a Tampa charity.