financial advisor image

Jon Kagan
CFP®, CDFA
Financial Advisor

7552 Navarre Parkway
Suite 35
Navarre, FL 32566
Phone: 850-936-6686
Fax: 850-936-8816
Direct: 850-936-6686
Contact Us

Map & Directions

Client Alerts

New Roth conversion rules take effect in 2010, eliminating current restrictions that prevent many clients from converting a traditional IRA to a Roth. In addition, a special tax rule allows clients who convert a traditional IRA to a Roth in 2010 to report half the resulting income on their 2011 federal income tax return and half on their 2012 return.

To learn more about the 2010 Roth conversion rules, please click to view Roth Conversions in 2010: A Special Opportunity.

Site Map

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2009 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice