Boca Retirement Strategies, Inc.

Hi, we're Boca Retirement Strategies. Our goal in life is to watch our clients build a life of financial freedom, retire successfully and stress-free, and with more money and fewer taxes.

Inherited IRA Rules Explained – Avoid These Costly Tax Mistakes
Inherited IRA Rules Explained – Avoid These Costly Tax Mistakes
Will Social Security Run Out? What the Future Means for Your Retirement
Will Social Security Run Out? What the Future Means for Your Retirement
The Roth IRA 5-Year Rule Explained (Don’t Get Burned!)
The Roth IRA 5-Year Rule Explained (Don’t Get Burned!)
Roth 401k Explained: Smart Tax Move or Overhyped?
Roth 401k Explained: Smart Tax Move or Overhyped?
What Questions Should You Ask Before Choosing a Retirement Community?
What Questions Should You Ask Before Choosing a Retirement Community?
Does a Windfall Mean You Can Afford Luxury?
Does a Windfall Mean You Can Afford Luxury?
Are You Spending Money the Wrong Way?
Are You Spending Money the Wrong Way?
The IRS Is Coming for YOUR IRA at 73. Here’s How to Fight Back
The IRS Is Coming for YOUR IRA at 73. Here’s How to Fight Back
Are U.S. Treasuries Really Risk-Free?
Are U.S. Treasuries Really Risk-Free?
Is Your Retirement Plan Missing Something Critical?
Is Your Retirement Plan Missing Something Critical?
How Can You Protect Your Retirement From the Next Big Market Crash?
How Can You Protect Your Retirement From the Next Big Market Crash?
Long-Term Care Planning: When Do You REALLY Need It?
Long-Term Care Planning: When Do You REALLY Need It?
Should Retirees Buy Gold? What to Know Before You Invest
Should Retirees Buy Gold? What to Know Before You Invest
Could Your Trust Actually Cost Your Heirs More in Taxes?
Could Your Trust Actually Cost Your Heirs More in Taxes?
New IRS Rule: What Small Business Owners Need to Know
New IRS Rule: What Small Business Owners Need to Know
Why We Find 5 Problems When You Come With 1 Question
Why We Find 5 Problems When You Come With 1 Question
Is Your Retirement Financial Plan Setting You Up for Freedom—or Future Regret?
Is Your Retirement Financial Plan Setting You Up for Freedom—or Future Regret?
Buffered ETFs: Smart Protection or Limiting Your Upside?
Buffered ETFs: Smart Protection or Limiting Your Upside?
Shadow Taxes Exposed: Help Protect Your Retirement from the 3.8 % NIIT Trap
Shadow Taxes Exposed: Help Protect Your Retirement from the 3.8 % NIIT Trap
5 Questions That Reveal If You Need a Financial Advisor
5 Questions That Reveal If You Need a Financial Advisor
Should You Take a Pension Lump Sum? A Financial Advisor's Perspective
Should You Take a Pension Lump Sum? A Financial Advisor's Perspective
Retired? Avoid Unexpected Medicare IRMAA Penalties
Retired? Avoid Unexpected Medicare IRMAA Penalties
What They Don’t Tell You About Roth Conversions (And What You Must Do)
What They Don’t Tell You About Roth Conversions (And What You Must Do)
Understanding the Monte Carlo Calculator in Retirement Planning
Understanding the Monte Carlo Calculator in Retirement Planning
Do NOT Make These 8 Investment Mistakes
Do NOT Make These 8 Investment Mistakes
Will My Beneficiaries Get Taxed on Their Inheritance?
Will My Beneficiaries Get Taxed on Their Inheritance?
5 Essential Steps for Inheriting a Non-Spouse IRA: Avoid Costly IRS Mistakes
5 Essential Steps for Inheriting a Non-Spouse IRA: Avoid Costly IRS Mistakes
How to Prevent Roth IRA Taxes and Penalties
How to Prevent Roth IRA Taxes and Penalties
Avoiding Financial Advisor Pitfalls: 6 Critical Red Flags
Avoiding Financial Advisor Pitfalls: 6 Critical Red Flags
Top 5 Financial Mistakes to Avoid During Divorce to Save on Taxes & Protect Your Retirement
Top 5 Financial Mistakes to Avoid During Divorce to Save on Taxes & Protect Your Retirement