February 2020

The SECURE Act

with Matthew T. Brinkley and Trevor K. Thompson, CFP®

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation. Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation. Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. 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.