MINIMUM TAXES. MAXIMUM RETURN.   

Scott White Advisors employs tax efficient methods to get money out of your IRA or qualified plan. We know that how much you keep after taxes are paid is what matters most. Your IRA Distribution Plan will address tough questions such as how much to take out, when to roll it into a Roth IRA, and who to name the beneficiary. We evaluate many IRA distribution techniques designed to save you and your heirs from unnecessary taxes, so your money stays with your loved ones.

 

 

 

1510 Royal Palm Square Boulevard, Suite 103 Fort Myers, Florida 33919 p 239-936-6300 tf 866-883-2658 f 239-936-0780

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.