Effective Jan. 1, 2024, investors with unused dollars in certain 529 college-savings plans can roll their remaining balances into tax-free Roth IRAs for the benefit of their plans’ named beneficiaries without risk of penalties or income-tax exposure. Moreover, investments in Roth IRAs may continue to grow free of tax for beneficiaries to withdraw in retirement […]
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments.
Fort Lauderdale Office
515 E. Las Olas Boulevard
Fifteenth and Sixteenth Floors
Ft. Lauderdale, Florida 33301-4267
954-712-8888 Phone | 954-712-8900 Fax
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory and Financial Planning services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors, a Registered Investment Advisor. Provenance Wealth Advisors, Berkowitz Pollack Brant Advisors + CPAs and BayBridge are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.
Raymond James does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals.
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| Advisor Transition Guide | DownloadPreview |
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| Directorship | DownloadPreview |
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| Optional Succession Agreement | DownloadPreview |
| Advisor Agreement | DownloadPreview |
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| 2023 Benefits Guide | DownloadPreview |
| 2023 Payout Levels | DownloadPreview |
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| Inside PWA | DownloadPreview |
| PWA e-Brochure | DownloadPreview |