Year End Tax Documents Have Been Mailed

We have mailed out the following items:

2014 Annual Statement – A breakdown of all assets and transactions that occurred for the year.
2014 Contribution Notice – A notification to those clients who made a contribution to their account for the 2014 tax year.
2014 1099-R – A notification to those clients who took a distribution from their account for the 2014 tax year.
2015 RMD Notice – A notification to those clients who will be required to take a distribution from their account for the 2015 tax year.

If you have received these documents, please note that our correct phone number is (888) 855-9856. We apologize for any inconvenience.


One thought on “Year End Tax Documents Have Been Mailed

  1. We did not take a distribution in 2014. However, our accountant wants a 1099 to determine what our gain was. Can you provide this? Thank you.

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