Retirement Planning

Today’s retirees are a new breed. You don’t want to lose your edge. You want to remain active and engaged in your community. You want to continue to make a difference. Your expectations of retirement are high – and your need for informed counsel has never been greater.

Every day, Raymond James delivers solutions for people who want to thrive in retirement. Because every single investor is different – with different goals, different expectations and different attitudes toward risk – we’ve found that the best approach to retirement planning is one that’s precisely tailored.

This approach holds real power, because it helps your Raymond James advisor suggest financial solutions that can make a difference for years to come. Your advisor is with you every step of the way with the kind of clarity and caring expertise that makes planning a pleasure.

Long-term income strategies

It’s a fact: your retirement years could last just as long as the career you left behind. That means long-term income strategies must become a serious topic of conversation. Look to Raymond James for managed income programs that deliver real value.

The Raymond James Managed Income Solution is a precision solution created for clients with more than one million dollars in investable assets.

The Freedom Account’s high income portfolio provides a high income stream from a diversified selection of investments.

Annuities

The right kind of annuity can provide the flexibility you need when your life changes. If you want to accumulate retirement assets in a tax-efficient manner – while assuring an income stream that can’t be outlived – there are compelling reasons to investigate annuities.

For a more in-depth explanation of retirement planning, see our Retirement Planning Overview.