Your taxes are important more than one day a year
You want to make the most of your resources and that includes maximizing tax efficiency. That’s why we take a tax-aware approach to financial planning. Because tax laws are intricate and ever-changing, we collaborate with you and your accountant or CPA to help mitigate the effect taxes can have on your finances.
To begin, we can help you optimize the use of tax-deferred investment vehicles such as IRAs and 401(k) plans. Depending on your goals and needs, we can also recommend investments that are tax-exempt or especially tax-efficient when it comes to providing yield and predictable cash flow. Aligning your specific goals and risk tolerance with investments that fit your needs can help you pursue your goals, whether you’re seeking to sell your business or create a retirement income strategy. As part of your consultative team, we can help you take advantage of the opportunities available.
Please note: Changes in tax laws or regulations may occur at any time and, as financial advisors of Raymond James, we do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
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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.
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