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Income Strategies

White, smooth mask with a long nose floats amid swirling smoke on a dark background, creating a mysterious and eerie atmosphere.

White, smooth mask with a long nose floats amid swirling smoke on a dark background, creating a mysterious and eerie atmosphere.

Phantom Income Tax on Investments: Why You May Owe Taxes on Money You Never Received

Phantom income tax on investments can leave you owing taxes on money you never received. Learn what causes it and how planning ahead can prevent unwanted surprises at tax time.

Jeff Schlotterbeck, CFP®

Social Security cards overlapping with fanned U.S. dollar bills. The cards are blue with bold white text. The mood suggests finance.

Social Security cards overlapping with fanned U.S. dollar bills. The cards are blue with bold white text. The mood suggests finance.

Discover When to Claim Social Security with a Free Social Security Optimization Report

Waiting until 70 to claim Social Security isn’t always the smartest move. Your health, lifestyle, and retirement goals all play a role. Discover how a free Social Security Optimization Report can help you decide when to claim benefits for the retirement you actually want.

Retirement Strategy

Jeff Schlotterbeck, CFP®

At Water Street Wealth, your financial journey is my top priority. As a fee-only fiduciary, I simplify complex financial planning for busy families and individuals, providing personalized strategies that help you plan with confidence, invest wisely, and secure your future.

With a holistic approach to financial management, I guide you through every step including retirement planning, tax strategies, wealth management, and more—so you can focus on what matters most with clarity and peace of mind.

Client Meeting Locations

Mailing Address

12191 W. Linebaugh Avenue

Suite 611

Tampa Florida 33626

Office Evolution

5401 W. Kennedy Boulevard

Suite 100

Tampa Florida 33609

Signature Workspace Wiregrass

28210 Paseo Drive

Suite 190

Wesley Chapel Florida 33543

Station House

260 1st Avenue South

St. Petersburg Florida 33701

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