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Protect your most valuable asset, yourself! Investing make sense, picking a well thoughtout health insurance plan too.

Proud Member of the Economic Club of Tampa

Welcome to Suncoast Global Financial Advisers, LLC.

We have created this website to provide you with easy access to basic ressources and gain a better understanding of the concepts behind Insurance, Retirement & Estate Planning, as well as Wealth Preservation questions you may have.

Suncoast Global Financial Advisers (SGFA) is a fee only independent adviser under the De Minimis designation in Florida, giving you access to a large number of high net worth portfolio managers, index managed portfolios, asset allocation through mutual funds as well as personal managed accounts.

Please feel free to take advantage of these resources and visit us often as we feel our website is hosting a wealth of information; in the form of small videos, newsletter articles, calculators and reseach reports.

We frequently update our Learning Center and Market Watch information, and always feel free to contact us by phone or through the "Request A Quote" tab above.

Thank you.

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Newsletters

The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators