Fontaine Retirement Group

Fontaine Retirement Group At Fontaine Retirement Group, we take a personal approach to retirement planning. Your goals, your family, your future matter to us.

We build real relationships and help you step into retirement with confidence. The Fontaine Retirement Group is an independent Financial Planning firm that specializes in working with people that are retired or about to retire.

How are taxable brokerage accounts taxed?It’s an important question in retirement planning.Long-term capital gains are t...
06/24/2026

How are taxable brokerage accounts taxed?

It’s an important question in retirement planning.

Long-term capital gains are taxed at 0%, 15%, or 20%, depending on your income. Short-term gains are taxed as ordinary income and could be taxed as high as 37%.

That’s why it helps to have an income withdrawal strategy that takes taxable accounts into consideration, along with your IRAs, 401(k)s, pensions, and Social Security.

Do you have a plan for which accounts to draw from, and when?

Set up a meeting today. https://go.fontaine-retirement.com/landing-consult

06/22/2026

As you learned earlier this month, Medicare pays for very specific, short-term care. You are responsible for funding long-term care.

In this video, we go over the 3 main ways to fund long-term care and how each option can affect your retirement planning.

To the dads who taught us how to throw a ball, walked us down the aisle, and were always there when we needed them, than...
06/19/2026

To the dads who taught us how to throw a ball, walked us down the aisle, and were always there when we needed them, thank you.

Happy Father’s Day from Fontaine Retirement Group.

Summer is almost here, and the temperatures and humidity are rising in Miami.If you’re retired and planning to cool off ...
06/17/2026

Summer is almost here, and the temperatures and humidity are rising in Miami.

If you’re retired and planning to cool off in the waters of South Beach, take a moment to check in on your retirement plan too.

A quick review with Fontaine Retirement Group can help you look at your income, taxes, investments, and overall strategy before the season gets busy.

And don’t forget the sunscreen.

Do you wake up in the middle of the night in a cold sweat, worrying about the markets?Let’s talk about your risk toleran...
06/15/2026

Do you wake up in the middle of the night in a cold sweat, worrying about the markets?

Let’s talk about your risk tolerance, time horizon, and goals.

A closer look at your portfolio can help you better understand whether your allocation still fits your retirement plan, or whether adjustments should be considered.

Let’s find a happy spot that helps keep you away from those nightmare scenarios.

Tomorrow isn’t guaranteed, and life can change quickly.That’s why a solid estate plan matters. A financial power of atto...
06/10/2026

Tomorrow isn’t guaranteed, and life can change quickly.

That’s why a solid estate plan matters. A financial power of attorney allows someone you choose to help handle your financial life if you become incapacitated.

Do you have a POA in place?

06/08/2026

Your IRMAA may not be your friend after all.

IRMAA, or the Income-Related Monthly Adjustment Amount, can increase your Medicare Part B and Part D premiums when your income crosses certain thresholds.

That income can include Social Security, pensions, IRA withdrawals, 401(k) distributions, and investment income.

A thoughtful retirement income strategy can help you understand how your income affects your taxes, Medicare premiums, and overall retirement plan.

Contact us with questions.

In Florida, Social Security benefits are not taxed at the state level, but that doesn’t always mean they’re tax-free. De...
06/05/2026

In Florida, Social Security benefits are not taxed at the state level, but that doesn’t always mean they’re tax-free. Depending on your total income, a portion of your benefits may still be taxable at the federal level.

That’s why it helps to look at Social Security alongside your full retirement income picture, including pensions, IRA withdrawals, 401(k) distributions, and investment income.

🚨 Free Event AlertYou're invited to attend Fontaine Retirement Group’s Taxes in Retirement seminar:Tuesday June 9th, 202...
06/04/2026

🚨 Free Event Alert

You're invited to attend Fontaine Retirement Group’s Taxes in Retirement seminar:

Tuesday June 9th, 2026
Nova Southeastern University - Miami Campus
6:00 pm - 7:30 pm

Learn about the “tax torpedo” trap and how to keep more of your retirement income.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://go.fontaine-retirement.com/landing-page-263513

Are you 5 to 10 years from retirement with a 401(k) concentrated in equities?This may be a good time to take a closer lo...
06/03/2026

Are you 5 to 10 years from retirement with a 401(k) concentrated in equities?
This may be a good time to take a closer look at your overall retirement plan and assess whether your allocation still aligns with your timeline, income needs, and risk tolerance.

Contact us at Fontaine Retirement Group to start the conversation: https://go.fontaine-retirement.com/landing-consult

Address

5730 SW 74th Street, Suite 800
South Miami, FL
33143

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Fontaine Retirement Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category