RETIREMENT AND LONGEVITY
Mark your calendar with important market deadlines and closures.
Refresh your portfolio this spring by reviewing your expenses and checking your credit report.
Spring 2022 market closures
Dates to remember
Things to do
Nurture financial wellness: April is National Financial Literacy Month, the perfect time to tune in to new personal finance resources. That includes the Raymond James “For What It’s Worth” podcast: quick educational episodes that spotlight our industry specialists’ perspective on current events and how they affect your financial picture. Plug into sage insight through your favorite podcast app, or listen online at raymondjames.com/fwiw.
Withdrawals from tax-deferred accounts may be subject to income taxes, and prior to age 591/2 a 10% federal penalty tax may apply. Roth IRA owners must be 59 1/2 or older and have held the IRA for five years before tax-free withdrawals are permitted. The process of rebalancing may result in tax consequences. Asset allocation does not guarantee a profit nor protect against loss. 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. ©2021 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.© 2021 Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice. 21-BDMKT-5147 ME/KF 11/21
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
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