LPL 2020/21 Investor Year-End Guide

To ease some of the burdens of the upcoming tax season, LPL has created this helpful guide, which will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise toward the end of the year.

Should you have any immediate worries or concerns, please don’t hesitate to reach out to us. We are here to support you in any way we can.


This information is not intended as authoritative guidance or tax or legal advice.

Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.

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