Skip to main content

Home
About
Our Services
- Services
- Smart Portfolios
Resources
LPL Account View
- About LPL Financial
Contact

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

IMPORTANT DISCLOSURES

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. AL, CA, CO, FL, GA, MD, MS, NC, NV, NY, PR, TN, and TX.

Past performace is no guarantee of future results.

Stock investing involves risk including loss of principal.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable--we cannot assure the accuracy or completeness of these materials. This material contains the opinions of the author but not necessarily those of LPL Financial. The information in these materials may change at any time and without notice. All indicies are unmanaged and may not be invested into directly.

Site Map

Check the background of this investment professional