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Advisor creating a financial plan.

Retirement and the Big Beautiful Bill: What it Means for Your Taxes, Investments, and Future

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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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(413) 358-1176

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contact@BocaRetirement.com

3306 W Mallory Blvd

Jupiter, FL 33458

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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