Jerrold E. Slutzky, J.D., CFP®, President
Welcome to the Tampa Bay Wealth Advisory Services website. We are a Tampa Florida based provider of professional wealth advisory services including: tax management, investment management, retirement strategies, estate conservation and we offer insurance and annuity products.
We have a wealth of information and resources available to you in the form of newsletter articles, calculators, and research reports, as well as a link to your accounts via eMoney Advisor.
We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Jerrold E. Slutzky, J.D., CFP®
President
Investment Advisor Representative
LPL Financial
Newsletters
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Accumulation
Estimate the future value of your current savings.