Resources - Sollars & Associates of Raymond James

To convert, or not to convert to Roth IRA – tax is the question

When planning for retirement, it has long been known that taxation is one of many associated mazes.

Setting 2023 goals for your business? Consider these ideas

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.

Business Ownership

Helping a loved one buy a home? Review strategies and risks

Approaches range from offering a straightforward monetary gift to making the purchase yourself and becoming a landlord.

Family & Lifestyle

Out-of-the-box alumni donations

Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.

Family & Lifestyle

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Always here for you