In honor of President's Day, our offices will be closed Monday, February 16. Trades created after 1:00p EST on February 13 will begin on February 17. Tax Form Alert: No tax form needed if you did not withdraw. No form needed if you are repaying a loan. If you took a withdrawal in 2025, Form 1099-R will be mailed to your address on file; postmarked by January 31. Copies will be available for email starting February 17.
