Monthly Archives: February 2014

Pershing Mailing Schedule for 2013 Tax Reporting

To ensure that clients receive accurate information as early as possible, Pershing utilizes a phased mailed schedule for tax reporting documentation.

Below is a brief overview of the scheduled mailing dates and a description of the mailing event.

Phase 1 – Scheduled Date: January 31, 2014 – Mailing Event: Form 1099 for accounts with no income reclassifications.

Phase 2 – Scheduled Date: February 18, 2014 – Mailing Event: Form 1099 for accounts that previously had pending income reclassifications, but Pershing has now received final tax information, Pending 1099 mailing for accounts that are awaiting data from issuers and revised 1099s from Phase 1.

Phase 3 – Scheduled Date: February 28, 2014 – Mailing Event: Form 1099 mailing for accounts which were pending information from the issuers as well as revised documents for accounts within the Phase 1 and Phase 2 mailings.

Phase 4 – Scheduled Date: March 17, 2014 – Mailing Event: Form 1099 mailing for all remaining accounts, regardless of whether pending income reclassification information has been received from the issuers, including revised documents for all previous phases.

For more detailed information please log on to NetX360 and go to Resources, Resources Home and type in Phased Mailing Schedule for 2013 Client Tax Reporting and click go. You will be able to view an Advisor based document with more detailed information.

Pershing’s NetXInvestor: Effective 02/28/2014

Effective 02/28/2014, all clients who have access to myedocumentsuite.com or NetXView will now be directed to Pershing’s new site www.NetXInvestor.com.

Pershing has combined all of the existing sites for a new consolidated investor experience.

One of the great features of the new site is the ability for clients to reset their passwords directly through a “forgot password” link.

Other updates include simplified screens, one-click access throughout the site and new search features within several screens.

Please encourage all of your clients to sign up for NetXInvestor as soon as possible to start taking advantage of this updated service!

Why TFS Mortgage Corporation Inc.?

tfs-mortgage

Why TFS Mortgage Corporation Inc.?

With Consumer Confidence down due to the current Mortgage Conditions,Your client is looking more than ever for guyholdingcardyou to guide them with one of their biggest Investment Decisions.

Bigger is not better!

Being a Broker allows us to deliver competitive
rates and Superior
Service the big Banks and our Competition cant Deliver! If you are not offering Mortgages to your clients, Take a look below and let’s get you started…

Continue reading

Why TFS Mortgage Corporation Inc.?

tfs-mortgage

Why TFS Mortgage Corporation Inc.?

With Consumer Confidence down due to the current Mortgage Conditions,Your client is looking more than ever for guyholdingcardyou to guide them with one of their biggest Investment Decisions.

Bigger is not better!

Being a Broker allows us to deliver competitive
rates and Superior
Service the big Banks and our Competition cant Deliver! If you are not offering Mortgages to your clients, Take a look below and let’s get you started…

Continue reading

Long Term Care Cost Survey

When advising clients on their financial matters, the discussion of Long Term Care should be paramount as part of your planning practice.

Having a basic understanding of the actual costs involved in a Long Term Care confinement can certainly aid in educating and guiding your clients regarding this important topic .

Attached please find a METLIFE Long Term Care survey with geographical breakdowns on costs and types of care. This is very helpful information.

Click on the link below.

MetLife 2012-market-survey-long-term-care-costs

Of course should you have any specific questions or case design needs please contact :

Theodore J Durante  CFP  CLTC at 732-758-9300 ext 163