We monitor the tax implications of every financial decision.

Through careful year-round planning, we can assist you in minimizing your tax burden. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James Financial Services we are not qualified to render advice on tax or legal matters. Tax laws can be complex and frequently change, so you should consult the appropriate professional before making any tax decisions.

There are methods and investments that can effectively reduce the amount of taxes you pay, enabling you to then preserve and manage your assets.

Investment types we typically use include:

  • Municipal Bonds
  • Variable Annuities
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k)
  • 403(b)

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC.
Raymond James is not affiliated with KGYM Radio. 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 our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC Privacy Notice