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Tony Caruso

Fort Lauderdale, Florida
Capital Benefits Advisors
2.80

About

I'm Tony Caruso, a dedicated retirement income advisor with over 25 years of experience in the field. As a seasoned professional in the industry, I have helped numerous individuals and families navigate the complex world of retirement planning. I am proud to hold the Federal Retirement Consultant designation, which demonstrates my expertise in understanding the intricacies of retirement benefits specific to federal government employees. Throughout my career, I have developed various strategies for the distribution of retirement income, each tailored to help individuals reach their unique goals. From guiding basic employee benefit understanding to assisting those with more complex careers of service to our country, I take pride in working with and educating people from all walks of life. Outside of my professional endeavors, I am actively involved in organizations that hold a special place in my heart. I am a proud member and contributor to Thank you, First Responders, Tunnels to Towers, and The Valhalla Project. These organizations represent my commitment to giving back and supporting those who have made significant contributions to our communities and country. I firmly believe that individuals who have worked diligently to accumulate a retirement nest egg deserve honest, straightforward, and easy-to-understand advice for the next steps in their journey. My goal is to provide a reliable roadmap that navigates them through their retirement years safely and securely. Together, let's build a solid foundation for your retirement and ensure that your years ahead are fulfilling and financially secure.

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Key Takeaways: Diversify your investment portfolio across various asset classes to minimize the impact of market fluctuations and enhance overall resilience. Prioritize capital preservation and

Key Takeaways: Maximizing contributions to tax-advantaged retirement accounts and considering Roth IRA conversions can provide valuable tax benefits and flexibility in retirement planning. Optimizing investment

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