PTC Clients: Statement Questions Answered

The Preferred Way: A Retirement Podcast
16/06/2023 15 min
PTC Clients: Statement Questions Answered

Listen " PTC Clients: Statement Questions Answered "

Descargar episodio Ver en sitio original

Episode Synopsis


Chris Trembly answers some questions clients have been asking us regarding the annual statement packages that we provide. If you are a client at PTC and have questions about statements, make sure to listen to this episode! 
Client Questions:

Why do we provide annual statements instead of monthly statements?
Why do we wait until the end of March to publish the annual statements for the previous year?
Will I receive a 10-99 R?
Will I receive Form 5498?
Can I request a monthly statement?

 
If you have any questions about the client portal please reach out to our team, we are happy to help!
Coming soon: How to Video on Extracting Data from Client Portal

More episodes of the podcast The Preferred Way: A Retirement Podcast

Hands-Off Real Estate Investing for Retirement | Connect Invest & Self-Directed IRAs 08/01/2026
2026 Tax Season Prep Guide: How to Prepare for the 2026 Tax Season 25/12/2025
Last-Minute Tax Saving Strategies CPAs Wish You’d Use 11/12/2025
The Trust Mistakes That Cost Families Millions | Family Legacy with Larry Pendleton Part 2 26/11/2025
What Your CPA ISN'T Telling You, Real Estate, IRAs and Family Legacy 13/11/2025
IRS Red Flags & Fair Market Valuations: What Every SDIRA Investor Should Know Part 2 30/10/2025
IRS Audits & Self-Directed IRAs: What Every Investor Should Know 16/10/2025
From Setup to Payoff, The Timeline of a Self-Directed IRA 02/10/2025
Inside Oil & Gas Investing: Mineral Rights, Returns & Red Flags 18/09/2025
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 2 04/09/2025
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA