We help our clients navigate evolving markets and stay angled toward long-term success and sustainability. At The Infinity Group, our sole purpose is to serve as trusted advisors for the select individuals and families with whom we work. We create unified investment, financial and estate planning strategies designed to build and preserve your wealth. Meanwhile, you remain free to focus on living,
enjoying your accomplishments and making an impact in your community. Social Media Disclaimers-
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
The Infinity Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James does not provide legal or tax advice on these or any other transactions. Investors should consult with their tax and legal advisors prior to making any decisions. Rolling from a traditional IRA into a Roth IRA may involve additional taxation. When converted to a Roth the client pays taxation but no further taxation in the future. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount is subject to its own five-year holding period. Investors should consult a tax advisor before deciding to do a conversion.
