Broker Check

The 2 Decisions That Matter Most

<strong>How much do you want to keep, and h</strong><strong>ow much</strong><strong>&#160;do you want to diversify?</strong>

How much do you want to keep, and how much do you want to diversify?

Once the decision is made, it cannot be reversed and determines virtually ALL of the following:

  • The amount of taxes and tax penalties you'll pay on the distribution
  • The taxes you'll pay on any future growth.
  • The taxes you'll pay if and when you decided to diversify.
  • The amount your heirs will inherit.
  • The amount they will pay in taxes and how easy it will be to inherit.
  • Where your retirement income will come from and its tax-ability.
  • The amount of risk you're taking.
  • Whether or not it will be protected from creditors (varies by state)
  • Whether or not you'll be forced to begin taking distributions at age 70½

While the importance of this decision cannot be overstated, don't forget we're here to help you navigate through the maze of options and make the most of what you've worked for.

Attend a Life After Publix Workshop

Dates and Times

Schedule a 15 min no obligation call with Mike

Contact Us

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4 ways to find out more: 

  • Call or email us -- We're happy to hear from you
  • Attend a Life After Publix Workshop -- Our workshops are focused specifically on issues unique to Publix Associates and go much deeper into the topics mentioned here. You can register here or simply call our office.
  • Join our mailing list -- We regularly send out helpful information about the financial issues of the day and issues that specifically concern those people approaching retirement. 
  • Check out our blog -- A deeper look at specific planning issues relevant to Publix Associates and general market commentary


So, what does Life after Publix look like for you? It all begins with a phone call.

In Central Florida at (407) 663-5020
From South Florida at (561) 237-5007

Email: michael@crossoverpnt.com

*The information contained in this section is provided for educational purposes only and should not be considered personal advice.

While the information is believed to be accurate, it remains the sole responsibility of Publix Associates to contact the Retirement Department of Publix to obtain confirmation of it's accuracy prior to separating from service and taking distribution of their retirement accounts. It is also the sole responsibility of Publix Associates to contact their tax and legal advisors to confirm the accuracy of any tax or legal issues mentioned here that may be applicable to their particular situation. The information in this section may not be transferable to other corporate retirement plans and should be verified before applying to your individual situation.

RetireFromPublix.com, LifeAfterPublix.com, LPL Financial and Crossover Point Advisors are not endorsed by or owned by Publix Super Markets.