Tax time is just around the corner. For those that still haven’t funded your retirement accounts, it’s not too late. If you are a client of my firm here are some key items you need to know to ensure that you get your retirement funds without issue. At the bottom, I have included my firm’s service tips to handle what happens if a client tries to make a contribution at the last minute. Please don’t be that client 
Ensure that you have adequate time to get your 2008 contributions deposited in time. There are several ways to make a retirement contribution at LPL Financial. Below we have listed each method with helpful reminders to ensure your clients meet the deadline. […]
