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About
Services
- Financial Planning
- Wealth Management
Resources
- Videos
- Webinars
Clients

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How to Help Boost Retirement Income Without More Risk

Use a Social Security bridge strategy to delay benefits, boost guaranteed income, and spend with confidence—without taking...

Stop Making These ETF Investing Mistakes

Avoid costly ETF investing mistakes. Learn about index benchmarks, trading timing, and hidden tax risks before they...

New Tax Law Makes QCDs More Powerful Than Ever (Lower MAGI & Keep Deductions)

How the One Big Beautiful Bill Act quietly changed QCDs, MAGI, and deductions—and why this matters for...

The $100,000 Mistake Almost Everyone Makes With Social Security

Is fear of Social Security running out driving you to make a mistake that could cost you...

Why Your 2026 Social Security Raise Could Be Gone Before You See It

Social Security’s 2.8% COLA for 2026 sounds helpful, but rising Medicare and living costs may erase the...

The 10-Year Clock: How New IRA Rules Changed Inheritance Forever

TRANSCRIPT: Consider this. You spent a lifetime building your IRA envisioning it as a lasting legacy for...

Backdoor Roth IRA: 2 Mistakes That Can Trigger Surprise Taxes

Learn two common backdoor Roth IRA pitfalls, the pro-rata rule and timing myths, and how to avoid...

Protecting Your Retirement from Bad Market Timing

Learn how bond tents and guardrails protect retirees from sequence of returns risk, stabilize income, and keep...

Medicare Advantage vs Medigap for Snowbirds

Learn how Medicare Advantage and Medigap differ for snowbirds, including coverage, costs, and flexibility when splitting time...

How to Turn an HSA Into a Retirement Power Tool

Discover how to turn your HSA into a long-term retirement asset. Learn the rules, tax advantages, and...

How Tax-Loss Harvesting Can Reduce the Tax Bite of Your RMDs

Learn how tax loss harvesting can offset capital gains, reduce taxable income from RMDs, and lower Medicare...

2 Tax-Smart Ways to Give in Retirement (Without Increasing Your Tax Bill)

Discover two clever ways to give in retirement that can shrink your tax bill while at the...

Download Our Retirement Workbook

We’ve created a comprehensive workbook covering the ten most critical areas of retirement planning, with reflection questions, case studies, and action steps to help you identify where you’re on track and where you might need attention.

In our experience working with retirees and pre-retirees, there’s almost always at least one area they haven’t fully considered—whether it’s sustainable spending, tax planning, or maximizing Social Security benefits.

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Boca Retirement Strategies is a fee-only financial advisory firm serving clients in Florida and Massachusetts with a fiduciary obligation, transparent fees, and tax efficiency.

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Disclosures

There are no warranties implied.

Boca Retirement Strategies, Inc. is a registered investment adviser located in Boca Raton, FL & Pittsfield, MA. Boca Retirement Strategies, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Boca Retirement Strategies, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

Accordingly, the publication of Boca Retirement Strategies, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as Boca Retirement Strategies, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Boca Retirement Strategies, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Boca Retirement Strategies, Inc., please contact the state securities regulators for those states in which Boca Retirement Strategies, Inc. maintains a registration filing. A copy of Boca Retirement Strategies, Inc.’s current written disclosure statement discussing Boca Retirement Strategies, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Boca Retirement Strategies, Inc. upon written request.

Boca Retirement Strategies, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Boca Retirement Strategies, Inc.’s web site or incorporated herein, and takes no responsibility therefor.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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Download Our Workbook

We’ve put together a comprehensive workbook that walks through the ten most critical areas of retirement planning. After years of working with retirees and pre-retirees: there’s almost always at least one area they haven’t fully considered.

Maybe it’s understanding how much they can actually spend without running out of money. Maybe it’s realizing that their tax bill in retirement might be higher than they expect. Or maybe it’s discovering they could be leaving six figures on the table with their Social Security strategy.The workbook includes reflection questions, real case studies, and specific action steps you can take. It’s designed to help you identify where you’re on track and where you might need to focus more attention.

There’s no cost, no obligation, and no pressure. Just practical information to help you make better decisions about the retirement you’ve worked so hard for.

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