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Dollars & Sense: Tax Planning Season is Here!

Dollars & Sense: Tax Planning Season is Here!

February 22, 2024

Thanks for joining us for another edition of Dollars & Sense. We don’t know about you, but this week our phone has been ringing off the hook! Everyone wants to know where their 1099R form is. But not everyone will get one; like those who did not take any money out of their IRA. But wait, there’s more… if you have a personal account, an individual account, a joint account, a brokerage account, a trust account, all other types of accounts that aren’t considered retirement accounts, you may not get them by January 31st each year. These investment companies have the leeway to send them out after January 31st each year. With over 50 years of experience, our team is happy to work closely with you to ensure you’re on the right track and know what to expect every year. Just reach out!


Tune in to this week’s episode of Dollars & Sense as Marc and Marion give advice on tax planning and tax forms all in a language you can understand.


A full complement of Dollars & Sense broadcasts found here.


During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.


Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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