Information & Tools
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Investment Company Websites
AIG Annuities (Now known as Corebridge Financial)
(800) 448-2542
AIG Funds (Now known as Touchstone Investments)
(800) 543-0407
Allianz
(800) 950-1962
American Century
(800) 345-2021
American Funds
(800) 421-4225
Ares Wealth Management
(866) 324-7348
AR Global
(866) 902-0063
AssetMark
(800) 664-5345
AXA Annuities (Now Equitable)
(866) 444-6001
Barings (Was Sierra Income Corporation)
(617) 761-3800
Brighthouse
(800) 882-1292
Calvert Investments
(800) 368-2745
Colony Capital
(404) 365-5050
Columbia/Threadneedle
(800) 345-6611
Corporate Capital Trust – BDC
(855) 477-0447
CV Mission Critical REIT (Now Sila Realty Trust)
(833) 404-4107
Delaware Life
(877) 253-2323
Deutsche Funds
(800) 728-3337
Fidelity
(800) 343-3548
FS Investments
(877) 628-8575
Franklin Templeton
(800) 632-2301
Greenbacker
(833) 404-4104
Griffin Capital
(424) 367-4250
Guggenheim
(800) 820-0888
Hines
(888) 220-6121
Inland
(866) 694-6526
Invesco
(800) 959-4246
Jackson National Life
(877) 565-2968
John Hancock
(800) 732-5543
KBS
(866) 584-1381
Lightstone
(888) 808-7348
Lincoln Benefit Life
(844) 768-6777
Lincoln Financial
(877) 275-5462
MFS
(617) 954-5000
Nationwide
(800) 321-6064
Nuveen (Scholar’s Choice)
(800) 257-8787
OneAmerica (Also known as StateLife)
(800) 537-6442
Pacific Life
(800) 347-7787
Pacific Oak
(866) 722-6257
Partnerview
(866) 429-0531
Principal Funds
(800) 986-3343
Protective
(800) 456-6330
Prudential
(800) 782-5356
Putnam Investments
(800) 225-1581
Security Benefit Life
(800) 888-2461
SEI
(800) 342-5734
Thrift Savings Plan
(877) 968-3778
TransAmerica
(800) 797-2643
Trilinc Global
(310) 997-0580
W. P. Carey
(800) 972-2739
2024 Tax Document Timeline
AssetMark
- IRA 1099’s – Mailed out by January 31st, also available online.
- Non-IRA 1099’s – Febuary 17th-28th, will also be available online.
- Revisions are permitted through March
Annuity 1099’s – January 31st
Direct Mutual Funds & REIT 1099’s – January 31st
Kestra Brokerage
- IRA 1099’s – online after January 17th. Mailed January 25th.
- Non-IRA 1099’s – online and mailed January 25th – March 7th.
- Revisions – February 13th – March 7th.
Tutorial Videos
Useful Websites
Freeze Your Credit
Taxes
Government
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.
Law Professionals
Brian Budman
(303) 217-2018
Brian@BudmanLaw.com
Rebecca Wallace Beattie
(303) 384-0046
rebecca@wallacebeattie.com
Lisa Hardin
(303) 741-4949
lhardin@hardinwaldriplaw.com
Michael T. Meurer
(303) 991-3544
mike@meurerlawoffices.com
*Brian Budman, Rebecca Wallace Beattie, Lisa Hardin, and Michael Meurer 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