Wealth without Borders

The purpose of this quarterly newsletter is to share cross-border wealth management news and insights with our cross border clients and colleagues.

THE SECURE ACT 2.0 - BIGGER AND BETTER THAN THE FIRST VERSION!

The SECURE Act 2.0 creates more flexibility and accessibility for retirement savings and financial plans. This article discusses those specific provisions which are relevant and highlights new opportunities for our cross border clients.

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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

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Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Wealth without Borders

THE SECURE ACT 2.0 - BIGGER AND BETTER THAN THE FIRST VERSION!

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