Climbing for a cause with the American Lung Association

Learn how a group of Raymond James associates and advisors came together to build connections, healthier bodies and awareness around an important cause. “Whether you realize it or not, you probably know someone who’s been affected by lung disease,” Raymond James AML...
Giving Charitably With QCDs

Giving Charitably With QCDs

Estate and Giving Your required IRA distributions can benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding it could be, both personally and...
Did You Know 529s Are Powerful Estate Planning Tools?

Did You Know 529s Are Powerful Estate Planning Tools?

Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful...