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William E. Eastburn, CFP^®, ChFEBC^SM

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

This information is for general use with the public and is designed for informational or educational purposes. It is not intended as investment advice and is not a recommendation for retirement savings. Osaic FA and its representatives do not provide legal or tax advice.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

CRN-3894533-110121

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

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