Information and support for services available to you as well as answers to commonly asked questions regarding your investment accounts.
- Mailing Instructions
For Direct Deposits into your account: Please reference your account number on the memo line of the check.
Overnight (FedEx) Address:
ATTN: M Desk
1055 LPL Way
Fort Mill, SC 29715
Regular Mail Address:
ATTN: M Desk
P.O. Box 6575
Fort Mill, SC 29715-6575
*Note: If mailing documents to our office please reference our contact page for our two branch offices and their associated addresses.
- Account View Information
Accessing your Account View is easy. Please click Client Login. This will redirect you to your Account View login page. If you are having any trouble accessing your account, please call and we can assist you in unlocking your account and resetting your password.
- Wealth Vision Information
You can access Wealth Vision by logging into your Account View. Once logged into Account View click the Wealth Vision button located on the far right of the tool bar next to the “My Documents” tab. For additional help, please call our office.
- Tax Calendar and Deadlines
Key dates from the federal tax calendar:
Estimated tax for the 4th quarter due for those who do not pay their income tax throughout the year through withholding.
Employers must send out W-2 Forms and 1099 Forms to employees and non-employees who provide services.
If you claimed exemption from income tax withholding on the W-4 Form you gave your employer last year, you must file a new Form W-4 by this date to continue your exemption for another year.
Businesses must file “Form 1120” for the calendar year and pay any taxes due.
Individual income tax returns due, along with any tax, interest, and penalties due.
Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the prior tax year.
Estimated tax for the 1st quarter due for those who do not pay their income tax throughout the year through withholding.
Individual income tax returns due for those who live outside the United States.
Estimated tax for the 2nd quarter due for those who do not pay their income tax throughout the year through withholding.
Estimated tax for the 3rd quarter due for those who do not pay their income tax throughout the year through withholding.
Businesses tax returns due for those business that were given a 6-month extension to file returns.
Individual income tax returns due for those who were given a 6-month extension to file income tax returns, along with any tax, interest, and penalties due.
- Retirement Contribution Limits
Tax Year 2016 2015 IRA Contribution Limit
219(b)(5)(A) – Under Age 50
5,500 5,500 IRA Catch-Up Contribution Limit
219(b)(5)(B) – Age 50 or Over
1,000 1,000 SIMPLE IRA Maximum Contributions
408(p)(2)(E) – Under Age 50
12,500 12,500 SIMPLE IRA Maximum Catch-Up Contribution
414(v)(2)(B)(ii) – Age 50 or Over
3,000 3,000 Coverdell ESA Contribution Limit * 2,000 2,000 Employer Defined Contribution Limit
53,000 53,000 Elective Deferral Limit
18,000 18,000 Elective Deferral Catch-Up Limit
6,000 6,000 Annual Compensation Cap
265,000 265,000 SEP Minimum Compensation
600 600 SEP Maximum Compensation
265,000 265,000 457 Elective Deferrals
18,000 18,000 Defined Benefit Limit
210,000 210,000 Highly Compensated Employee (HCE)
120,000 120,000 Key Employee
170,000 170,000 Taxable Wage Base 118,500 118,500
- Glossary of Investment Terms
View Glossary here.
- IRS Links
View IRS resource links here.