At Wealth Advisory Services, our sole purpose is to serve as trusted advisors for the select individuals and families with whom we work. We create unified investment, financial and estate planning strategies designed to build and preserve your wealth. Meanwhile, you remain free to focus on living, enjoying your accomplishments and making an impact in your community. owns the certification marks CF
P®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Social Media Disclaimers-
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. 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. Please follow this link to additional
disclosures: http://raymondjames.com/smrja.htm
Raymond James does not provide legal or tax advice on these or any other transactions. Investors should consult with their tax and legal advisors prior to making any decisions. Rolling from a traditional IRA into a Roth IRA may involve additional taxation. When converted to a Roth the client pays taxation but no further taxation in the future. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount is subject to its own five-year holding period. Investors should consult a tax advisor before deciding to do a conversion.
