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Streeter, Moore & Stipe LLC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

This content is developed from sources we believe to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of the material was developed by Broadridge Investor Communication Solutions, Inc. to provide information on a topic that may be of interest. Broadridge Investor Communication Solutions, Inc. is not affiliated with Streeter Moore & Stipe LLC (SMS). The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment advice and services offered through Streeter Moore Stipe LLC. Streeter Moore & Stipe LLC is registered with the Securities and Exchange Commission (”SEC”). Registration with the SEC does not imply a certain level of skill or training. Past performance is not a guarantee of future results. Actual returns will vary based upon time horizon, fees, transaction costs, taxes and other expenses.

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