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    800 Main St Pella, IA 50219-1522 T: 641.628.6861 F: 641.628.2779
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When should you ignore conventional retirement advice?
In certain cases, taking a less traditional route may be a better financial fit.
Retirement & Longevity
Identify the connection between net worth and risk tolerance
Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle
Read
Read
Navigating employer retirement plans
Know the ins and outs when making a career move.
Retirement & Longevity
Retirement doesn’t have to mean leaving your career behind
More and more Americans are incorporating work into their retirement years.
Retirement & Longevity
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Read
How to navigate inflation while in retirement
Top strategies for planning for and responding to inflation during retirement.
Retirement & Longevity
Read
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Spend your retirement thriving
How to make your retirement rewarding and meaningful.
Retirement & Longevity
When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Refresh and renew your portfolio this spring
Review your cash flow and tend to your RMDs as tax season approaches.
Retirement & Longevity
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Read
Read
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Economy & Policy
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  • 800 Main St Pella, IA 50219-1522
  • T 641.628.6861
  • F 641.628.2779
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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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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marion County Bank and Main Street Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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