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  • Raymond James
    800 Main St Pella, IA 50219-1522 T: 641.628.6861 F: 641.628.2779
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Focus on philanthropy this Fall
Review key market dates and timely financial planning tasks.
Estate & Giving
Cashing in on collections
Collectibles can appreciate in value, but are they a solid investment?
Family & Lifestyle
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Planning your finances as a single parent
Review this checklist to help make sure you’re on the right track.
Family & Lifestyle
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning
Pay perks: what we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Tax Planning
Read
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Retain top talent and maintain tax efficiency
Maximize the compensation you pay top talent with non-qualified deferred compensation plans.
Business Ownership
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
How a dollar can add up to more when it comes to taxes
One measly dollar can have more impact than you’d think—especially during tax season.
Tax Planning
5 tips to avoid getting scammed at tax time
Tax season is a prime chance for fraudsters to make their move. Learn how to recognize some key strategies to watch out for.
Tax Planning
Read
Read
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Always here for you
Main Street Advisory Group logoMain Street Advisory Group logo
  • 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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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