Also, don’t forget to choose the paperless statement and prospectus options to save paper and improve the confidentiality of your information.
Tuesday, August 26, 2014
Argus Financial Group clients can now use the LPL online system to store and view important documents using the My Documents feature. These documents are stored in a confidential and secure manner and can then be retrieved to view any time you log in. This is a great way to store and back up documents such as your wills and trusts, tax returns, or insurance policy benefit pages. Think of it as a virtual vault. In order to use this feature, we need to set it up for you. Send an email to Joy at Joy@eyeonargus.com if you have any additional questions or want to set it up.
Posted by A. Christopher Engle, LUTCF, CFP®, ChFC®, AEP® at 9:02 AM
Monday, August 18, 2014
As fall comes and tuition is due many people are asking about withdrawals from their 529 plans. The below article gives 6 potential “traps” as you withdrawal money. Please make sure to discuss with your advisor to maximize your plan.
This article is provided for informational purposes only. The information in this article is believed to be reliable, but no representation is being made as to its accuracy and completeness. Please consult your financial advisor for further information.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.