office: (321) 242-8200
Investment Management Professionals
Providing Unbiased Advice and Exceptional Client Service
Providing Unbiased Advice and Exceptional Client Service

Did you take a Corona Virus Distribution?
While Form 1099-R provides valuable information, it does not paint a full picture. IRA owners need to recognize that some transactions will not appear on the 1099-R. , and that form cangive an incomplete accounting of the full tax consequences of taking an IRA distribution.