Does a Roth conversion still make sense?
With the extension of low tax rates, converting tax-deferred savings to a Roth IRA can be a meaningful wealth transfer strategy.
A financial firm combining care and expertise to pursue what’s possible
Since our founding in 1962, Raymond James has taken a uniquely human approach to the complex work of investment management and wealth planning, matching robust capabilities with the deep personal insight into the people we serve that enables potential to be realized.
From the beginning, our business has been people and their financial well-being. That emphasis on people has been the engine of our growth in good times and the touchstone that keeps us steady when circumstances change. Our clients, communities, advisors and associates have given us purpose and strength, and they’ll continue to guide us forward, always.
A more personal approach to achieving your financial goals could start today.