Maggi Tax & Wealth Advisors

10/10/2026

Focus on the Signal! 🚀 Unlock Your Success! ✨

Why People Are Addicted to Chaos | Wealthwise with Maggi Ep 13

Full Episode: https://youtu.be/oPPQBaJfNVA

10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at 727-799-1701.

10/09/2026

Financial Advisor vs. Planner: Know Your Options!

Why People Are Addicted to Chaos | Wealthwise with Maggi Ep 13

Full Episode: https://youtu.be/oPPQBaJfNVA

10/08/2026

Offering Peace of Mind Even in Chaos

Why People Are Addicted to Chaos | Wealthwise with Maggi Ep 13

Full Episode: https://youtu.be/oPPQBaJfNVA

10/07/2026

Have You Ever Seen a Retirement Tax Projection?

Retirement planning involves more than just saving. Taxes, investments, income planning, Medicare considerations, and estate decisions can all play a role in your overall financial strategy. Explore more financial planning conversations, interviews, and media appearances from Maggi Tax Advisory & Financial Group: https://bit.ly/3VCIQOh

10/07/2026

How Social Security and RMDs Can Change Your Tax Picture

Retirement planning involves more than just saving. Taxes, investments, income planning, Medicare considerations, and estate decisions can all play a role in your overall financial strategy. Explore more financial planning conversations, interviews, and media appearances from Maggi Tax Advisory & Financial Group: https://bit.ly/3VCIQOh

10/07/2026

Call us at (727) 799-1701 or visit our website to learn more about Roth/IRA Conversions.
https://maggitax.com/services/tax-advisory-financial-group/roth-ira-conversion/

10/07/2026

10/06/2026

We were recently featured on Tampa Bay's Morning Blend to share on why the final quarter of the year is such an important window for income and tax planning!

Call 833-MAGGI TAX or Online at bit.ly/3ddI1Ro

Learn More about Tampa Bay's Morning Blend: https://bit.ly/3W9zCt8

Tampa Bay's Morning Blend

10/05/2026

Already Have an Advisor? A Second Opinion Can Still Be Useful

Retirement planning involves more than just saving. Taxes, investments, income planning, Medicare considerations, and estate decisions can all play a role in your overall financial strategy. Explore more financial planning conversations, interviews, and media appearances from Maggi Tax Advisory & Financial Group: https://bit.ly/3VCIQOh