January 2024 – Newsletter
Financial Resolutions for 2024
WHAT YOU’LL FIND INSIDE:
- FINANCIAL RESOLUTIONS
- 1099 INFORMATION
- GO PAPERLESS IN 2024
- FOOD DRIVE UPDATE
**Please note – Our office will be closing at 1:00 pm on January 2, for a staff holiday celebration **
From all of us at Paramount Wealth, we wish you a healthy and prosperous New Year!
Jan 1 – Paramount office and financial markets closed for the New Year holiday
Jan 2 – Paramount office will be closing 1:00 pm – 5:00 pm for a staff holiday celebration
Jan 15 – Financial Markets closed for MLK Day. Paramount office will be open
Jan 17 – 4th quarter 2023 estimated tax payments are due, if required
Jan 31 – Raymond James mails year-end and retirement tax forms for 1099R and 5498, if applicable
Feb 15 – Raymond James begins mailing 1099 tax statements
Feb 19 – Financial Markets closed for Presidents Day. Paramount office will be open.
Feb 28 – Raymond James mails amended 1099s and those delayed due to specific holdings and/or income reallocation
March 15 – Final day for Raymond James to mail any original 1099s and continued amended 1099s as needed
Tax time is around the corner. Everyone is anxious to receive their 1099s. Retirement tax packets for 1099R and 5498 will be mailed by January 31, but Raymond James begins mailing other 1099s on February 15th.
Also, sometimes a corrected 1099 may be issued, so be sure not to schedule a time with your tax preparer too soon.
Once the 1099s are completed, they can be accessed on-line if you have established a user id and password with Raymond James Client Access. If you have signed up for e-delivery of documents, you will receive an email when your 1099 posts.
If you still need to sign-up for e-delivery, please see the article below or call our office at 517-787-4444.
Go Paperless in 2024
As an added bonus, by going paperless and choosing online document delivery for all of your accounts, you may qualify for a fee credit of $25.
Click the button below to enroll.
Food Drive Update – Thank You for Donating!
Don Hershberger, CFP®, AIF®, CRC®, Founder and President, PWM, was named on the 2023 Forbes Top Wealth Advisor Best-in-State list.
Jackson, MI 49203
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
Any opinions are those of the author and are not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. All opinions are as of this date and are subject to change without notice.
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