Our offices will be closed on Monday, December 25th and Monday, January 1st to celebrate the holidays with family and friends.
As 2017 comes closer to an end, now is the best time to start preparing for the upcoming tax season. In an effort toward limiting the need for revised 1099s, LPL Financial will again mail the 1099 consolidated statements in four phases.
January 31 – 1099R forms and the first wave of 1099 consolidated forms are mailed out. 1099R includes all retirement accounts with distributions and rollovers. The first wave of 1099 consolidated forms will include accounts with the simplest tax information and are not subject to income reclassification.
In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward from over
a quarter of a century ago and we have grown into a talented team of individuals working together
to create your planning and investment strategy. Our mission is to help you feel a greater
sense of control over your financial future.