Skip to content
Moody + East Investment Partners logoMoody + East Investment Partners logo
Make an appointment
  • Home
  • Our Clients
    • Our Clients
    • Corporate Executives
    • Corporate Retirement Plans
    • Families and Individuals
    • Business Owners
    • Pre-Retirees
    • Retirees
  • Our Expertise
    • Our Expertise
    • Financial Planning
    • Capital Management
    • Advisory Services
  • About Us
    • About Us
    • Barry Moody
    • Jeff East
    • Justin Newman
    • What Makes Us Different
    • Why Work With a CFP®
    • Our Home Office Partners
    • About Raymond James
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Nashville
    150 3rd Ave S Ste 900 Nashville, TN 37201-2034
    Map and Directions Map and Directions
  • Brentwood
    128 Franklin Rd Brentwood, TN 37027-4637 T: 615.743.8875 F: 615.743.6159
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Business Owners
  • Media
    • Article
    • Checklist
    • Infographic
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Read
View
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Read
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Read
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Read
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
Tax Planning
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
Family & Lifestyle

Trusted investment guidance

Starts Here
Moody + East Investment Partners logoMoody + East Investment Partners logo
linkedinenvelope
  • Moody + East Investment Partners
  • Nashville 150 3rd Ave S Ste 900 Nashville, TN 37201-2034
  • Map & Directions
  • Map & Directions
  • Moody + East Investment Partners
  • Brentwood 128 Franklin Rd Brentwood, TN 37027-4637
  • T 615.743.8875
  • F 615.743.6159
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank and Moody + East Investment Partners, Pinnacle Financial Partners, and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use