The IRS requires those of us age 70 1/2 or above to take out a Required Minimum Distribution or RMD each tax year. In the year 2009, RMD’s were waived as part of an investor relief program. For 2010 this…
Just a note to let you know Digital Statements are ready for January ! Click “Account View” tab at the right of this site, or the link in this post. Have a Great Week! JK
Enclosed you will find your Fourth Quarter 2009 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you receive directly from TD Ameritrade along with the IRS tax basis of each of your…
Just as a quick reminder, this is one of our most busy times as we finish the 2009 reporting, tax information, various institutional performance reporting, and our all important Preview and Review Newsletter for 2010!! We will be back shortly and have…
J.K. Financial, Inc. PRIVACY POLICY NOTICE Our Promise to You As a client of J.K. Financial, Inc., you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal…
With another great showing at our Holiday Party on Saturday night, I wanted to thank you all who took time to come by, eat, drink, and have a few laughs. After 14 consecutive years of having the party, we realized Saturday afternoon/evening is a…
For those who use Electronic statement delivery, your November statements have been posted and can be viewed by clicking the “Account View” tab on our site at http://www.jkfincialinc.com or the Client Account View Link on the upper right hand portion of…
To set up the ability to see your accounts on line is an easy process. If you do not have on-line Account View currently, please send us an email request with your preferred “Username” and we will have access set…
If you feel comfortable turning your paper statements off, what follows are instructions of setting up electronic delivery of your monthly statements and confirmations. Click on the button in the right hand portion of your screen called “Client Account View.” …
