Here’s a helpful checklist of the types of documents that clients need to consider to keep on hand in 2024.
Click the link below to access and download the full document.
What Documents Do I Keep on Hand?
Important Information:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal
advisor.