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Keyes & Associates, Inc.

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

This site is for informational purposes only, and does not constitute an offer to buy or sell any security mentioned herein. The following information is provided by third party sources. The market research information is obtained from sources deemed reliable, but is not guaranteed. The information is subject to change without notice, and is not intended to be a complete analysis of the security, issuer or industry discussed, and is not to be considered an offer or a solicitation of offers to buy or sell any security.

Disclosure

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

*Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.

CRN-6631562-051624

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