Otterson Allison Wealth Management Group of Raymond James

Let us be the guiding force to help you move surely and steadily into your financial future.

Call us for clarity in your retirement, education, and investment needs.

washingtonpost.com

Perspective | How to get kids to love to write

washingtonpost.com Here's one program, co-founded by author Dave Eggers, that gets the job done, according to a Berkeley professor.

usatoday.com

If you're saving for retirement, remember this: It's really just 20 years of unemployment

usatoday.com We would be better served to think of retirement as twenty years of unemployment. That's because when it comes to retirement savings, the majority of Americans generally come up short.

rjsocialmedia.com

10 Common Scams and How to Avoid Them - www.raymondjames.com

Learn how to protect yourself and your loved ones from these 10 common scams:

rjsocialmedia.com www.raymondjames.com

kiplinger.com

Pros, Cons and Possible Disasters after SECURE Act

kiplinger.com Sweeping retirement changes were just signed into law that bring both positives (for savers) and potentially disastrous consequences (for heirs). Here are five important things everyone should do right now.

forbes.com

6 Ways The SECURE Act May Impact Your Retirement

forbes.com Ultimately, the law focuses on retirement planning in three key areas: 1) modifying required minimum distribution (RMD) rules for retirement plans; 2) expanding retirement plan access and 3) increasing lifetime income options in retirement plans.

kitces.com

SECURE Act And Tax Extenders Creates Retirement Planning Opportunities And Challenges

kitces.com Sweeping legislative tax or retirement reforms typically happen only once every decade or so, but the final weeks of 2019 brought the second major piece of Congressional action in the past 24 months,

Stay in the know. Smartphones of the future are almost here - are you ready? Take a look at what 5G promises to bring to the table: https://go.rjf.com/2GRzG7C .

Technology innovations seek to make our everyday lives easier, but which ones will have the greatest impact on our economy? Raymond James Chief Economist, Scott Brown, shares his thoughts: https://go.rjf.com/2GSZbFn .

These game changing technology innovations are set to disrupt their industries. The list includes cars, healthcare, energy and more. Learn more: https://go.rjf.com/2GUvFiN .

In the world of medical care, health savings accounts (HSAs) are often misunderstood. Here are 10 HSA myths debunked: https://go.rjf.com/2QlhNoY .
Visit us at: www.ottersonallison.com

kiplinger.com

Give the Money, Keep the Tax Break with Donor-Advised Funds

Even with the new tax laws, you can still write off your charitable donations with a Donor Advised Fund.
Visit us at: www.ottersonallison.com

kiplinger.com If the higher standard deduction have kept you from getting any tax benefits from your charitable giving, there is a way around that.

kiplinger.com

Smart Tips for Estate Planning: Write Your Will Like George Washington Did

Craft your will founding-father style – make it personal and precise, just like George Washington.
Visit us at: www.ottersonallison.com

kiplinger.com The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps by keeping these three principles in mind: communication, clarity and customization.

It wasn't too long ago that our cellphones were just capable of simply mobile calling. Now with smartphones, we have the Internet at our fingertips. 5G promises the capabilities we've grown used to, but at 200 times faster. Learn more: https://go.rjf.com/2YTFDqx .

Check out the new edition of Investment Strategy Quarterly from the Investment Strategy Committee https://go.rjf.com/2ysgk5O .
Visit us at: www.ottersonallison.com

Tim Howard: 5 Steps to Owning Your Future | Transamerica Knowledge Place

How much do our financial habits actually influence our children? What kind of legacy can we leave behind?

knowledge-place.wealthmeethealth.com Tim Howard, legendary goalkeeper and World Cup record holder, shows us how determination, smart planning, and a game-changing attitude can take you far.

With the current advancements in smartphones, it's hard to imagine that our devices have the potential to do even more. Click to see what 5G phones promise to unlock for us in the near future: https://go.rjf.com/2GNCUsL .

Washington Policy Analyst Ed Mills anticipates extended volatility through the 2020 election. Read here to learn why https://go.rjf.com/2lAtMzK .
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Here are four ideas to help you live your legacy – starting right now https://go.rjf.com/2kF9hSv .
Visit us at: www.ottersonallison.com

Closing out your books does not have to be exhaustive. Here are some year end tax tips for business owners: https://go.rjf.com/34LhKph .
Visit us at: www.ottersonallison.com

marketwatch.com

The relatable reason why tooth fairy is leaving less money under the pillow these days

Parents share their going exchange rate per tooth — which has dropped almost 50 cents.
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marketwatch.com Parents share their going exchange rate per tooth — which has dropped almost 50 cents.

For a technical view on current portfolio strategy, read the latest Weekly Market Guide https://go.rjf.com/2kmzAgl .

Visit us at: www.ottersonallison.com

As the end of the year approaches, it's a good time to think of planning moves that will help lower your tax bill. Click here to learn more https://go.rjf.com/2kcB64u .

kiplinger.com

Nearing Retirement? It's Time to Focus on Goals Instead of Investments

In some ways, life in retirement is tougher than years you spent in the workplace, or at least more complex. You have many decisions to make about where your money will come from and how to preserve it.
Visit us at: www.ottersonallison.com

kiplinger.com In some ways, life in retirement is tougher than years you spent in the workplace, or at least more complex. You have many decisions to make about where your money will come from and how to preserve it.

kiplinger.com

Social Security Spousal Benefits FAQs

Answers to some of the most commonly asked questions financial advisers get on spousal benefits, including when to take them and how benefits for ex-spouses work.
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kiplinger.com Answers to some of the most commonly asked questions financial advisers get on spousal benefits, including when to take them and how benefits for ex-spouses work.

kiplinger.com

The Costs of Caregiving Go Far Beyond the Obvious

Seeing a loved one through a long illness or disability is an expensive proposition, and that’s not just in a financial sense. To be ready for this important role, you need to realize there are many other potential "costs."
Visit us:www.ottersonallison.com

kiplinger.com Seeing a loved one through a long illness or disability is an expensive proposition, and that's not just in a financial sense. To be ready for this important role, you need to realize there are many other potential costs.

money.com

America's Elderly Workforce Is Growing So Rapidly That It's Doubled Since 1985

Many of America’s elderly are now forgoing retirement.
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money.com Many are delaying retirement because they don't have enough money.

kiplinger.com

How to Avoid Identity Theft

Podcast hosts Sandy Block and Ryan Ermey team up with Kiplinger's staff writer Brendan Pedersen to discuss how to prevent and recover from the most common forms of identity theft.
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kiplinger.com Podcast hosts Sandy Block and Ryan Ermey team up with Kiplinger's staff writer Brendan Pedersen to discuss how to prevent and recover from the most common forms of identity theft. The pair also break down some old school investing truisms.

Have you considered dedicating some time to sharing your financial knowledge with your children? Learn more: https://go.rjf.com/2HaS77U .
Visit us at: www.ottersonallison.com

Will Social Security still be around when you need it? Learn more about common myths and ways to gain the most from your hard-earned retirement benefits. https://go.rjf.com/2Glec3c .
Visit us at: www.ottersonallison.com

putnam.com

Charitable IRA rollovers may gain traction under tax reform

Using an RMD to donate to charity could be an option if taxpayers cannot itemize under tax reform. http://bit.ly/2BPOyRu .

putnam.com With new limits on itemized deductions set by tax reform, senior investors may consider using a charitable IRA rollover provision to donate to charity.

kiplinger.com

How Long Should You Keep Tax Records?

Hold onto your tax documents at least until the time limit for an audit runs out—and keep some records even longer.
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kiplinger.com Hold onto your tax documents at least until the time limit for an audit runs out—and keep some records even longer.

kiplinger.com

An Active, Full Retirement Depends On Proactive Long-Term Planning

The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.
Visit us at: www.ottersonallison.com

kiplinger.com The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.

For a technical view on current portfolio strategy, read the latest Weekly Market Guide: https://go.rjf.com/2zmMjm2 .
Visit us at: www.ottersonallison.com

forefieldkt.com

Should You Consider a Health Savings Account?

A health savings account (HSA) offers tax benefits and could be a good option to save money for health care costs.
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forefieldkt.com Find out more...

With the average productivity per American worker up 400% since 1950, it's no wonder that more people are needing a mid-career gap: https://go.rjf.com/2utR2AU
Visit us at: www.ottersonallison.com

Sometimes, things don't always go according to plan. Review a list of retirement plan blind spots and how to correct them: https://go.rjf.com/2uwmbn4 .
Visit us at: www.ottersonallison.com

marketwatch.com

What to do if you inherit your spouse’s IRA

Learn how to calculate required minimum withdrawals from an IRA you inherited from your spouse.
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marketwatch.com Learn how to calculate required minimum withdrawals from an IRA you inherited from your spouse.

kiplinger.com

When Athletes Go From 0 to 60: Managing a Sudden Influx of Wealth

With big salaries and bonuses can come even bigger mistakes.
Visit us at: www.ottersonallison.com

kiplinger.com Once a player makes it to the NFL or the NBA, they need to step up their financial game. With big salaries and bonuses can come even bigger mistakes.

kiplinger.com

Retire In Sync With Your Spouse

Spending more time with a spouse or partner can be one of the high points of retirement.
Visit us at: www.ottersonallison.com

kiplinger.com To avoid conflicts, each of you should visualize what a day in retirement might look like.

raymondjames.com

Raymond James | WEEKLY MARKET SNAPSHOT

Review the Weekly Market Snapshot with commentary from Raymond James Chief Economist Scott Brown.
Visit us at: www.ottersonallison.com

raymondjames.com The economic calendar was thin. President Trump’s lengthy State of the Union address was not market-moving. The stock market did react, however, to shifting perceptions of the likelihood of a US/China trade deal – up in the first half of the week, down on Thursday and Friday. Bond yields drifted...

forefieldkt.com

Market Month: February 2019

Stay on top of financial markets with our market data for the month of February 2019.

forefieldkt.com Stocks in February continued to trend higher following a robust January.

For a technical view on current portfolio strategy, read the latest Weekly Market Guide: https://go.rjf.com/2zmMjm2 .
Visit us at: www.ottersonallison.com

lordabbett.com

Inheriting a Roth: What To Do Next | Lord Abbett

What do you need to know upon inheriting a Roth account?

lordabbett.com Individuals should be aware of the rules for required minimum distributions and other choices when inheriting a Roth account.

marketwatch.com

3 smart tax moves that don’t involve tax deferral

Too much tax deferral on your 2018 business return can be counterproductive.
Visit us at: www.ottersonallison.com

marketwatch.com Too much tax deferral on your 2018 business return can be counterproductive.

For a technical view on current portfolio strategy, read the latest Weekly Market Guide: https://go.rjf.com/2zmMjm2 .
Visit us at: www.ottersonallison.com

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Jacksonville, FL
32202

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Monday 09:00 - 17:00
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