Estate Planning, Financial Planning, Tax Planning

How the SECURE Act Could be Detrimental to Your Beneficiaries

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Any opinions are those of the author, and not necessarily those of Raymond James.

The case studies presented are for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment or financial decision and does not constitute a recommendation. Prior to making any decision, you should consult with the appropriate professional about your individual situation.

RMD’s are generally subject to federal income tax and may be subject to state taxes. Consult your tax advisor to assess your situation.

The Rule of 72 is a hypothetical illustration and is not intended to reflect the actual performance of any particular security. Future performance cannot be guaranteed, and investment yields will fluctuate with market conditions. Forward looking data is subject to change at any time and there is no assurance that projections will be realized. All investments are subject to risk. There is no assurance that any investment strategy will be successful.