West Bend Certified Financial Planner Investment Resources
CLIENT ACCESS LINKS
Client First Investment provides our clients access to their account data online in an easy-to-view format. This convenient service is at your fingertips seven days a week, day or night. Don’t have a username and password? Contact mary@clientfirstria.com to get set up today!
ACCOUNT DOCUMENTS
- TDAmeritrade Beneficiary Form
The TD Ameritrade Beneficiary form is necessary for establishing a beneficiary or beneficiaries on an account. - TDAmeritrade TOD Form
The TD Ameritrade Transfer on Death form establishes transfer of the account to the person(s) of your choosing upon your death. - TDAmeritrade IRA Distribution Form
The TD Ameritrade IRA Distribution Form is used to take distributions (withdrawals of funds) from your TDA account. - Tax Treatment of Management Fees
This document, provided by Client First Investment Management, explains how to claim fees paid to investment managers and advisors in your annual tax return. This includes information on paying management fees directly from an IRA account, non-qualified tax deferred annuities, and non-qualified accounts.
LINKS
- IRS Website
The official website of the Internal Revenue Service may help with questions about tax treatment of income or capital gains from your investments. - SEC Investment Advisor Information
Use the Investment Advisor Public Disclosure (IAPD) site to obtain information pertaining to current and former investment advisor representatives, investment advisor firms registered with the SEC or state securities regulators and reporting advisors who file reports with the SEC or state security regulators. - Schwab PCRA Information
If you have a 401(K), 403(b), or other employer-sponsored retirement plan, you may have a Schwab PCRA self-directed brokerage option with it. This feature can broaden your investment options within your plan. The Schwab website has more information about this option. - Relative Strength Blog
The Relative Strength blog, written by Dorsey Wright Money Management, provides daily updates on investment news and happenings in the ever-changing world market.