Company Updates
20 Second Advisor: TD Ameritrade Transitions to Charles Schwab
We live in a world full of change. Each day we are met with new opportunities that can help us grow. Sometimes even the simplest of changes can be uncomfortable. To demonstrate this, try crossing your arms over your chest. Easy enough, right? Now uncross your arms and try crossing them in the opposite way. …
Read More20 Second Advisor: When to expect your tax documents for 2021
It’s that time of year again! You’ll be getting tax forms in the coming weeks and many folks want to get a jump on their tax return. Here is an overview of when to expect tax forms from TD Ameritrade: 1099R – This tax form reports money taken out of a qualified retirement plan (like…
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