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.

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

06/01/2026

There are many misunderstandings about long-term care and what Medicare covers.

Over the next month, we’re talking about long-term care and your options.

In our latest video, we talk through what Medicare typically covers, where the gaps may be, and why planning ahead can be an important part of your retirement strategy.

Watch the video, and contact us with questions.

If we knew exactly how long we’d live, retirement planning would be simple. Since we don’t, being prepared for longevity...
05/29/2026

If we knew exactly how long we’d live, retirement planning would be simple. Since we don’t, being prepared for longevity becomes important. At Fontaine Retirement Group, our goal is to create a plan that helps you feel confident about the years ahead.

Planning for retirement goes beyond saving. It’s also important to plan how to use what you’ve saved most effectively.If...
05/27/2026

Planning for retirement goes beyond saving. It’s also important to plan how to use what you’ve saved most effectively.

If you’ve been following along with our posts this month, we invite you to take the next step. Join us for our webinar 𝗧𝗢𝗗𝗔𝗬 𝗮𝘁 𝟰:𝟬𝟬 𝗽.𝗺.

Strategies to Help You Save Taxes and Get More Out of Your IRA

Register here: zoom.us/webinar/register/9417714336216/WN_jq9yXAzeRdy5JgjEspjqyQ

Join us for our webinar today 5/27 at 4 PM 𝗜𝗥𝗔 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗕𝗼𝗼𝗺𝗲𝗿𝘀: 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗼 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 𝗦𝗮𝘃𝗲 𝗧𝗮𝘅𝗲𝘀 𝗮𝗻𝗱 𝗚𝗲𝘁 𝗠𝗼𝗿𝗲 𝗢𝘂𝘁 ...
05/27/2026

Join us for our webinar today 5/27 at 4 PM
𝗜𝗥𝗔 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗕𝗼𝗼𝗺𝗲𝗿𝘀: 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗼 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 𝗦𝗮𝘃𝗲 𝗧𝗮𝘅𝗲𝘀 𝗮𝗻𝗱 𝗚𝗲𝘁 𝗠𝗼𝗿𝗲 𝗢𝘂𝘁 𝗼𝗳 𝗬𝗼𝘂𝗿 𝗜𝗥A
During the session, you’ll learn both the basics and more advanced strategies in retirement planning.
Register for this free webinar and learn: http://zoom.us/.../9417714336216/WN_jq9yXAzeRdy5JgjEspjqyQ

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country. We are ...
05/25/2026

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country. We are forever grateful for the freedoms their sacrifice has made possible.

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

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