Information & Tools
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Publications
A Major Concern Expressed By Retirees
Advantages & Disadvantages of College Savings Plan 529
Are you in danger of making errors in Retirement Account Withdrawals?
Government Thrift Savings Plan – Positives and Negatives
How can I tell whether it is a good time to refinance my mortgage?
How long should I keep copies of my tax returns?
Income-Based Repayment (IBR) for Federal Students
Storing Financial Documents in the Cloud. What should I know?
Job Search Tips for Recent Graduates
Protect Yourself Against Identity Theft
Required Minimum Distributions (RMD’s)
Tax Benefits of Home Ownership
Top Issues to Address for Your Personal Finances
What is a Certified Financial Planner
Investment Company Websites
Useful Websites
Taxes
Government
- Social Security Administration
- Office of Personal Management
- Medicare
- Federal Employee Defense Services
News
Calculators
Tax Professionals
Marcolina Tax & Accounting – Linda Marcolina, E.A. (303) 975-6981
Wallace Accounting LLC – Rebecca Wallace Beattie, CPA, Attorney, LL.M in Taxation (303) 384-0046
*Marcolina Tax & Accounting, Linda Marcolina, Wallace Accounting LLC, and Rebecca Wallace Beattie are not affiliated with Personal Benefit Financial, Kestra IS, or Kestra AS.
The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness. *Denise Rolfsmeier, Jackie Thomas & JLT Financial are not affiliated with Personal Benefit Services Group, Kestra IS, or Kestra AS