You can also check out our Investment Insights section for more investment related resources including our market commentaries and third-party white papers and academic research.

Investment Resources

• Updated Uniform Life Tables for Calculating RMDs - Effective January 1, 2022
• Types of Retirement Plans
• IRA Required Minimum Distribution Worksheets
• The Guide to Cashing Savings Bonds
• College Savings Comparison Chart
  
• FINRA Investor Alert: Structured Notes with Principal Protection - Note the Terms of Your Investment

Tax Planning

• Paul R. Ried Financial Group, LLC 2021 - 2022 Tax Guide
• Paul R. Ried Financial Group, LLC 2022 - 2023 Tax Guide
  • 2021 Numbers: For Filings Due in April 2022
  • 2022 Numbers: For Filings Due in April 2023
    
  • 2023 Numbers: For Filings Due in April 2024
• John Hancock Tax Guide
  
  • 2022 Tax Planning Guide - For Filings Due in April 2023
  • 2023 Tax Planning Guide - For Filings Due in April 2024
• Tax Forms