Retirement Services - Self-Directed 401(k) Account | Tax Documents Available
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The Dispatch

Keeping you informed on the markets, trends and how Freedom Advisors is serving you.

In This Issue:

  • Taxes   |   Important Tax Information and Contribution Deadlines
  • Investing Q&A Series   |   How will the Fed handle inflation and global trade conflicts in 2025?
  • Retirement Services   |   Self-Directed 401(k) Account
  • Did You Know?   |   You can see accounts that own a specific security by going to the Reporting Center and clicking on Position Export at the top and filtering by Ticker.
  • STATE OF THE MARKETS   |   Bond Rally Boosts Equities for the Week
  • Investing Q&A Series   |   Can equities continue their streak of +20% returns in 2025?
  • INSIGHTS   |   Munis Fair and (After-Tax) Attractive

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Important Tax Information and Contribution Deadlines

Contribution Deadlines for 2024 & Tax Documents Delivery Schedule

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Investing Q&A Series

Q: How will the Fed handle inflation and global trade conflicts in 2025?

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Retirement Services - Self-Directed 401(k) Account

Expand Retirement Options with a Brokerage Window Account for 401(k), 403(b), 457

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Did You Know?

You can quickly see accounts that own a specific security (like NVDA) by going to the Reporting Center and clicking on Position Export at the top and filtering by Ticker. You can also use Position Export to see which Model(s) holds the searched-for security by selecting "Detail by Portfolio."

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Bond Rally Boosts Equities for the Week

What did Updated Inflation Figures Signal for Bond Markets? Who are the Winners and Losers from the Steel and Aluminum Tariffs?

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Investing Q&A Series

Q: Can equities continue their streak of +20% returns in 2025?

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Munis Fair and (After-Tax) Attractive

See the latest up-to-date thinking and insights from our money managers on the Freedom Advisors platform.

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Advisory services offered through registered investment adviser Freedom Investment Management, Inc. ("Freedom"). Freedom does not provide tax or legal advice. The representations and opinions herein are the opinions and views of Freedom. Other sources may be available which contradict Freedom’s opinion, process, and methodology. This information should not be relied upon as investment advice.

 

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