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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities and advisory services offered through Lincoln Financial Securities, Member SIPC, a broker/dealer and registered investment advisor. Lincoln Financial Securities is not affiliated with REI Financial LLC. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your personal professionals regarding your individual circumstances.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Securities. Securities offered through Lincoln Financial Securities Corp., a broker/dealer (Member SIPC) to residents of AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, NC, NJ, NV, OH, OK, OR, PA, SD, VA & WI. Advisory services offered through Lincoln Financial Securities Corp. a registered investment advisory to residents of IL & TX.

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

LFS-2531968-050719

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