This is a common question that we receive from clients each year. Tax forms are sent on a schedule set by Raymond James and based on their criteria, including the type of holdings in each account. Here is what you can expect in 2025: Group 1 – Mailed February 15, 2025 Forms mailed for accounts …
Tax Planning
2025 Tax Filing Document Checklist
Review our tool to help ensure no detail is overlooked. As you prepare for tax season, this guide will help you gather the essential documents for each income source, deduction, and credit you’re eligible for—saving you time, stress, and money. Back to Newsletter: IMPORTANT DISCLOSURE INFORMATION *Please remember that past performance is no guarantee of …
Episode 13: Pension & Buy-Outs
Pension & Buy-Outs – Critical Considerations Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your …