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Building Prosperity News March 2020

Building Prosperity Newsletter

February 2020

Presented by Sandra Hudson, CEO Trust and Wealth Management, President of TrustBank Arizona

Due Date Approaches for 2019 Federal Income Tax Returns

Federal income tax filing season is here again. The filing deadline for individuals is Wednesday, April 15, 2020.

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Is It Time to Review Your IRA Estate Planning Strategies?

The Setting Every Community Up for Retirement Enhancement Act, which was passed as part of a bigger spending package at the end of 2019, included a provision that may warrant special attention from high-value IRA owners.

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Spring Cleaning Your Way to Better Finances

Springtime is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a good spring cleaning, too.

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Is there any way to stop getting unwanted robocalls?

Robocalls are often used by criminals to collect consumers' personal and financial information and/or conduct various scams.

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How can I avoid becoming a victim of a social engineering scam?

Protect yourself from falling for a social engineering scam by following these tips.

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IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Prepared by Broadridge Advisor Solutions Copyright 2020.