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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
Signature Wealth Partners not a registered broker/dealer and is independent of Raymond James Financial Services.
Inherited IRA rules have changed, and it’s a big deal for affluent families planning their legacy.
In the past, heirs could “stretch” withdrawals over a lifetime, keeping taxes lower. Now, most non-spouse beneficiaries must empty inherited IRAs within 10 years.
That means higher taxable income, larger tax bills, and less time for growth.
For families with seven-figure accounts, this shift can erode wealth faster than expected.
Planning ahead with strategies like Roth conversions, trusts, or charitable giving can make all the difference.
Your legacy deserves more than a tax bill.
Proactive planning ensures your family keeps what you intended to leave them.
The RMD tax trap catches thousands of retirees off guard every year.
At age 73, the IRS forces you to start pulling money from retirement accounts, whether you need it or not.
And every dollar you withdraw counts as taxable income.
That can mean higher tax brackets, increased Medicare premiums, and even taxes on your Social Security.
The good news?
You can plan ahead. Roth conversions, charitable distributions, and strategic asset placement can all help reduce the impact.
The key is acting early. Once RMDs start, your options narrow.
Retirement shouldn’t be defined by IRS rules.
With the right plan, you can control your income, not the other way around.
07/04/2026
250 years in the making. Wishing you a happy and memorable Fourth of July.
07/01/2026
Signature Wealth Partners is proud to be recognized for a 2nd straight year by as one of the "5-Star Wealth Management Teams" of 2026!
Only 100 of 772 teams nominated received this prestigious honor. Congrats to our team and thank you to our clients for your support and referrals to make this happen!
Disclosures:
Each year InvestmentNews recognizes 5 Star Wealth Management Teams based on several factors including the evaluation of client needs, having a meaningful impact on their clients and the industry itself, making a difference in their community and the broader financial services industry, and having a standout performance based on AUM and team results. The nominees have all had at least 10 years of experience and consist of teams of 4 or more. There were 772 nominees considered and 100 teams were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. This ranking is based upon the period from 5/1/2025 to 5/1/2026 and was released on 5/12/2026. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor or teams future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James. For more information: https://www.investmentnews.com/best-in-wealth/5-star-wealth-management-teams/266340
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446 W. Plant Street Suite 2
Winter Garden, FL
34787
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
