For restaurant industry executives, owners, multi-unit operators, general managers, or senior leaders, approaching retirement in your late 50s or early 60s is a pivotal moment. Here’s a checklist to get you started.

If you’re a high-earning restaurant professional, an owner, operator, executive chef, multi-unit leader or corporate executive, you’ve probably been told you “make too much” to contribute to a Roth IRA. But there’s a perfectly legal, IRS-approved workaround that many restaurant professionals overlook: the Backdoor Roth IRA. Used correctly, it can become one of the most powerful long-term wealth tools in your financial plan.

If you own (or plan to own) a home in Florida, you need to understand Save Our Homes (SOH) and, more importantly, its portability benefit. Used correctly, it can save you tens or even hundreds of thousands of dollars over your lifetime.