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Retirement

$50 bill partially in an envelope, notebook with "401K" written, pen, and calculator on gray surface, implying financial planning.

$50 bill partially in an envelope, notebook with "401K" written, pen, and calculator on gray surface, implying financial planning.

What to Do With Your 401(k) When You Leave a Job?

Left a job and unsure what to do with your 401(k)? Whether you’re considering a rollover, IRA, or simply leaving it where it is, understanding your options can help you make the most of your retirement savings. In this post, Tampa-based financial advisor Jeff Schlotterbeck, CFP®, breaks down the pros and cons of each path—and how to decide what’s right for you.

401(k) & Employer Plans

Jeff Schlotterbeck, CFP®

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Woman in glasses and a black jacket works on a laptop at a wooden table, with papers and a phone nearby, in a bright room.

Woman in glasses and a black jacket works on a laptop at a wooden table, with papers and a phone nearby, in a bright room.

Understanding IRA Accounts: What You Need to Know About Retirement Savings

Understanding IRA accounts is a key step in building a secure retirement plan . An IRA—short for Individual Retirement Account—is a...

Jeff Schlotterbeck, CFP®

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Smiling senior couple holding pickleball paddles on an outdoor court, enjoying an active and healthy retirement together.

Smiling senior couple holding pickleball paddles on an outdoor court, enjoying an active and healthy retirement together.

Life After Retirement: How to Plan for a Fulfilling Next Chapter

Retirement isn’t just about leaving the workforce—it’s about stepping into a new way of life. In this post, I share real stories, helpful tips, and ideas to help you build a retirement that’s not only financially secure, but also meaningful and fulfilling.

Jeff Schlotterbeck, CFP®

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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.

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12191 W. Linebaugh Avenue

Suite 611

Tampa Florida 33626

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5401 W. Kennedy Boulevard

Suite 100

Tampa Florida 33609

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28210 Paseo Drive

Suite 190

Wesley Chapel Florida 33543

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260 1st Avenue South

St. Petersburg Florida 33701

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