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Think Twice Before You Rollover...

How Rolling Company Stock Into an IRA Can Cost You Big at Tax Time!

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For nearly 30 years, our founder, Mike Henderson, has helped current and former Publix associates navigate a wide range of financial challenges. Today, more than 60% of our clients are current or former Publix associates—a reflection of the experience and focus we’ve built over time.

Explore your Profit and Smart plan distribution options

Option  #1
Rolling your stock Into an IRA and holding

The Pros and Cons

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Option #2
NOT Rolling your stock into an IRA and holding

The Pros and Cons

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Option #3
Rolling your stock into an IRA and diversifying

The Pros and Cons

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Option #4
Not Rolling your stock into an IRA, Selling, then Diversifying

The Pros and Cons

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Mike's career with Publix started in 1979, and after retiring in 1999, he began his career in financial planning. 


Like many Publix Associates, he entered the distribution phase without any experience or professional guidance—and quickly discovered just how complex and confusing it can be.


That experience shaped his mission. Shortly after taking his own distributions, Mike began helping other Publix associates plan for their life after Publix.


Nearly 30 years later, he remains passionate about helping others avoid the same mistakes he once made—and still sees being made today.



YES, I would like to schedule a complementary call with Mike

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Check out what other Publix Associates are saying about us.....

RetirefromPublix.com, LifeAfterPublix.com, LPL Financial and Crossover Point Advisors are not affiliated or endorsed by Publix Super Markets, Inc.

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RetirefromPublix.com, LifeAfterPublix.com, LPL Financial and Crossover Point Advisors are not affiliated or endorsed by Publix Super Markets, Inc.

YES, I would like to schedule a complementary call with Mike

Schedule a Call

Why Us?

  • Credentialed CERTIFIED FINANCIAL PLANNER™ professional (see the CFP® section for more details)
  • Independent - we have no quotas, no proprietary products and we're investment product neutral
  • Planning focused - we offer true financial planning for a fee.
  • Process driven - we use a clearly defined process that has helped Publix Associates for nearly 3 decades.

We offer:

  • Holistic, fee based advice - We have the training and experience to look at your total financial picture and understand how all the pieces fit together.
  • Open architecture - We have the ability to provide all types of product solutions from thousands of providers.
  • Flight time - We've spent 1000's of hours over the last 28+ years helping Publix Associates retire.
  • Mike's been through the process himself - We understand Publix' paperwork, distribution process and potential mistakes
  • We understand you - the Publix culture, the history you have with the company, and how important your retirement is to you.

 Doesn't it make sense to have someone with this type of knowledge and experience working for you!


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