Broker Check

Publix FAQ's and Misconceptions

Here are a few of the questions we've been asked over the years... 

Here are a few of the questions we've been asked over the years... 

and beliefs Publix Associates have expressed that may or may not be accurate.

  • "Can't I just leave my stock with Publix and live off the dividends?"
  • "Does your company hold Publix stock?"
  • "I want to keep my stock, so I'm going to roll it into an IRA so the IRS won't take half?"
  • "I waiting until I'm 59½ to retire so I don't pay a penalty."
  • "I can't retire until I'm 65 or I'll have to pay a penalty." (yes I've heard that one too)
  • "When I retire, I'm planning to take half and leave the other half at Publix."
  • "I was told by another advisor I have to sell all my stock when I retire?"
  • "Publix has no debt."
  • "What about annuities (we get this one a lot)?"


The good news is we're here to help you figure all this out. 

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 Inc.