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Original by Alexander Rodchenko - Books (Please)! In All Branches of Knowledge - 1924
Greetings!

Just a friendly reminder to wait to file your taxes until you have completed your contributions!

Hold off filing your 2021 taxes until you have completed your 2021 IRA and retirement account contributions.

In many cases, you have until tax day of 2022 to complete your retirement contributions for 2021.
Varvara Stepanova - Dessin pour textile - 1924
Are you turning 72 this year?

You will need to start taking your annual RMD. Please reach out to us with questions. We conduct an annual RMD review in August at which point we will reach out to you to schedule your RMD if you have not done so already.
Stenberg Brothers - Six Girls Seeking Shelter -1928
Just an FYI
Your tax documents are or will be available (5498s and 1099s)
Log in to your Wealthscape Investor account to find your tax documents
But WHERE do I find my tax documents on Wealthscape Investor?

  1. Login to investor.wealthscape.com
  2. Click "Accounts" on the upper left of your screen
  3. Click the triangle next to the account sub-type (i.e. Retirement accounts, etc.)
  4. Click "Details" next to your account (should be to the right of your listed account(s)
  5. Click "Documents"
  6. Click "Tax Documents"
  7. Click the link for the statement you wish to view. To save a statement, click the download arrow and save the file to your computer.

To view statements for a different account, just click the "Details" link from the left for the account you would like to view.

Statement Electronic Delivery

Receive fewer mailings and "go green"! To sign up for e-delivery of statements, click Menu at the top. Under "Service," click "Document Delivery Instructions." A pop-up window will open. You must configure the document delivery instructions for each account separately.
El Lissitzky - Proun - 1922
Please reach out to your advisor or
respond to this email to receive
personalized information about
retirement account contributions available to you!
Neither Vanderbilt Financial Group nor any of its associates provide tax or legal advice. Please consult with your tax and/or legal advisors regarding your personal circumstances.