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    40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2 T: 416.777.7027 F: 416.777.7162
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Articles Events 3

6 Key SECURE Act Takeaways for Individual Investors

02/16/2021
Review key changes that may affect your retirement and estate planning.

Retirement & Longevity

Are You and Your Partner on the Same Retirement Page?

02/11/2021
Many couples don’t agree on when, where or how they’re going to spend their golden years.

Retirement & Longevity

This SECURE Act Provision May Impact Your Year-End Planning

11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.

Retirement & Longevity // Tax Planning

The Psychological Side of Spending Your Retirement Savings

10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.

Retirement & Longevity

Why Contribute to a Roth IRA?

10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.

Retirement & Longevity

Protecting Your Social Security Payout

10/09/2020
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity
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  • The Wyndham Group
  • 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
  • T: 416.777.7027
  • F: 416.777.7162
  • Map & Directions
  • Map & Directions

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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

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