Lottsa’s Recent 2024 Updates

January 2024:

  • Lottsa Financial Services is now accepting new managed clients.  If you have an interest in exploring this opportunity, please contact us to begin the discussion.
  • Tax Reporting for 2023: In early 2024, you may receive tax forms from both TD Ameritrade and Schwab if there was reportable activity in an account before and after September 1st.  Forms for retirement accounts (1099-R) should reach you by January 31st.  Consolidated 1099s for brokerage accounts will arrive by mid-March.   If you have any questions or concerns about your new Schwab accounts, please contact our offices.
  • Please see the Contact Us page for contact information and up-to-date details about Lottsa’s hours.

As always, you are welcome to reach out to Lottsa Financial staff by phone or email if anything changes or questions arise.

Scott, Sarah, Andrew and Lisa