Planning for a long, fulfilling life

For clients receiving withdrawals from their investments, we help you understand the concept of tax brackets and how to manage distributions from different sources to plan for taxation in the current year and over your retirement years. We also consider the tax characteristics of money you may leave to your heirs and to charities so you can plan for tax efficiency in your bequests.

Raymond James does not provide tax advice. Please discuss these matters with your tax professional.