The Latest... Taxes
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Timing of Tax Packages

We are currently preparing your tax package and should have it mailed to you early next week. The tax package we mail out includes any 1099s provided by TD Ameritrade as well as our in-house report detailing any taxable gains or losses in your account. Our in-house report has more complete cost basis information than TD Ameritrade provides. As a reminder, you will only receive a 1099-R if you have withdrawn funds from a retirement account. The last item included in the tax package is a list of the fees you paid us over the year.

TD Ameritrade may issue corrections to 1099s. If we see that you have a Corrected 1099 on TD Ameritrade, we will see that it gets to you quickly.

If you have any questions about your tax package or if you'd like for us to speak with your CPA, please let us know.

Are you withdrawing from your IRA? Do you make charitable gifts? If so, it may be beneficial to make your charitable contributions directly from your IRA this year. With the higher standard deduction in the new tax law, it's harder to itemize deductions like charitable contributions. If you make the contribution directly from your IRA, it can satisfy your Required Minimum Distribution and reduce your taxable income at the same time.
Give us a call to discuss how to use your IRA for charitable gifts. We can process these on a recurring or one-time basis.
Recently on Mississippi Public Broadcasting, Ronald Morton joined Ryder on Money Talks to discuss some of the updates to the tax law. If you're interested in listening to the program, you can catch this episode online HERE.
If you are ever interested in joining Ryder and Susan for lunch at Rotary, they're happy to have you as their guest! They are members of the Madison-Ridgeland Rotary Club and meet each Thursday at noon for a hot meal at Embassy Suites in Ridgeland. And if you're a runner (or a walker), the club is hosting its annual Run 4 Rotary on Saturday, March 24th at the Renaissance.
Last week, Ryder got a standing desk, and Jackie captured a gorgeous sunset by the office pond.
If you need to reach us, give our office a call 601.991.3158 or send us an email:
Nancy Lottridge Anderson, Ph.D., CFA:
Ryder Taff, CFA, CIPM:
Jackie Wright:
Susan E. McAdory, MBA:
Copyright © 2018 New Perspectives, Inc., All rights reserved.

New Perspectives, Inc.
303 Highland Park Cove, Suite B
Ridgeland, MS 39157

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New Perspectives, Inc. · 303 Highland Park Cove · Suite B · Ridgeland, MS 39157 · USA

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