Petros Estate & Retirement Planning, LLC

 

You Take Care Of Your Family. We’ll Take Care Of Your Money.

Life can get complicated. Balancing work, family and finances can be difficult. But there’s no need to make your life more complicated than it has to be. At Petros Estate & Retirement Planning, we’re here to help you shoulder the burden of your financial life, to leave you free to spend more time with your family.

Being A Little Different Makes A Big Difference.

From your first encounter with the Petros family, you’ll notice a difference. You see, we think estate and retirement planning should be a personal, one-to-one experience. We’ll treat you like family. We’ll get to know you, and you’ll get to know about our long history of living and working in Northeast Florida. We do it all because knowing you better is the only way to serve you better.

At Petros Estate & Retirement Planning, we’ve been specializing in estate and retirement planning for over twenty years. Our top priority is reducing the risk to our client’s retirement nest egg. Our focus is to provide complete lifetime income planning services to retirees and those who are planning for retirement. We offer a thorough review of your current financial situation through a three-step process that will help you “Build a Rock Solid Future.”

Welcome to Petros Estate & Retirement Planning. Welcome to a different approach to securing your future. 

Jeannette Bajalia
Petros Estate & Retirement Planning, LLC
100 Southpark Blvd, Suite 405
St. Augustine, Florida 32086


Office: (904) 824-5656
Toll Free: (866) 273-8767
Fax: (904) 824-5642

To email us, please use our Contact Us page.

 

 

            

        Member of Ed Slott's Elite IRA Advisor Group      


 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

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

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Newsletters

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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