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All non-retirement account tax forms will be mailed and available online on Tuesday, February 16, 2016. Non-retirement tax forms being mailed include Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID, their associated detailed reports, a fee statement (if applicable) and a reference sheet titled 1099 Reporting Information for 2015.
Click here to view the 1099 Reporting Information for 2015 insert. If you have questions regarding this notice, please contact your relationship manager. Trust Company of America (TCA) now provides RIAs and their representatives with access to a no-load, investment-only variable annuity, uniquely integrated on the TCA platform.
Called Monument Advisor (from Jefferson National), this flat-fee variable annuity has more than 350 underlying funds. The powerful combination of TCA with Monument Advisor enables advisors to build and manage multiple low-cost VA strategies in a single account and trade them in a highly efficient, cost-effective manner. Click here for more on Low-Cost Variable Annuity Now Available on TCA Platform Click here for Jefferson National Flyer Please note the following System Maintenance down times for TCAdvisor™ and Liberty:
02/18/16 from 6:00 pm until 4:00 am on 02/19/16. Please contact your relationship manager with any questions At Trust Company of America, we want to keep you informed and deliver the tools you need to be successful. We've developed a new section called Did You Know... These informative snippets will provide short, to-the-point and actionable information, targeted to you, the busy professional. These brief updates about the TCA platform may include new information to you or simply be a refresher. As always, we hope you find this information useful.
Features will be added regularly to Did you Know... now available at the top right of this page. The updated Fund Notification List is now available under Fund Notifications at the top right side of the page.
Please contact your relationship manager with any questions. The updated Custody Advantage List is now available under the Quick Links on the right side of the page.
Please contact your relationship manager with any questions. |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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