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Roth IRA

Saving for your retirement is now easier – and more rewarding. To help you make the most of your retirement plan, Raymond James offers the Roth IRA, a retirement account in which the entire amount, upon meeting certain requirements, can be distributed tax-free.*

 

EDUCATION SAVINGS PLANS

 

You are ready to explore education-funding alternatives for a young family member of friend. Good decision. After all, while future market conditions may always be uncertain, the cost of education isn't -- it's likely to continue rising. This makes the need for an effective way to save for a child's college, university or vocational education even more essential.

*Roth IRA owners must be 59 1/2 or older and have held the IRA for 5 years before tax-free withdrawals are permitted.

 

Ram=ymond James Investor AccessRaymond James Investor Access

With Raymond James' Investor Access you can view a daily snapshot of your current accounts. Also included are continuously updated market averages, online versions of your paper statements and market research by symbol or company name. Investor Access is the convenient way to stay on top of the latest happenings.
Investment Calculator Investment Calculators

How much will it cost to send your child to college? What is your "number" for retirement? Thinking of going on a budget?The investment calculators provided by Raymond James look to add insight to these important questions. Click here to explore these calculators further.
 

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Raymond James Financial Services, Inc. Member FINRA/SIPC

Forney Financial Solutions is independent of Raymond James
3018 Pleasant Valley Boulevard, Altoona, PA 16602 | info@forneyfs.com | 814-944-8474 or 888-9-FORNEY

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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