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(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

An Important IRS Tax Extension

Questions? Text us at (845) 253-9306.

The IRS Has Extended Your 2020 Deadline

The IRS has provided automatic tax deadline extensions to people on a state-by-state basis. This includes the deadline to make 2020 IRA contributions. The good news for you is that you may still have time to open an account and get a deduction for 2020. Find out below if your state qualifies for the extension.

StateDeadline
TexasJune 15
West VirginiaJune 30
WashingtonAugust 2
TennesseeAugust 2
LouisianaJune 15
AlabamaAugust 2
KentuckyJune 30
OklahomaJune 15
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The next step is to choose the right kind of Self Directed account for your investing needs. A Broad Specialist can walk you through the options and help you decide the best fit. You can contact a Specialist here.
2021-06-07T11:24:09-04:00 June 4th, 2021|Uncategorized|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

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