The above “general” information is for illustrative purposes and general guidance only and should not be construed as tax advice. Please consult your Tax and / or Financial Advisor for your specific situation.
This information may help you analyze your financial and/or record keeping needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that our company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.
It is strongly recommended that before shredding your any documents and/or records, all of them be scanned and saved in a safe place to ensure that the same are available in future, just in case the same are needed.
Source: IRS.gov and Individual States