What happens if my income, filing status, or state of residence is not correct?

It is your responsibility to ensure that your tax filing status, household income, and state of residence information is accurate and up to date at all times. We use this information to estimate your state and federal tax rates which are considered when optimizing asset allocations.

If this information is incorrect, it may lead to an inappropriate allocation of funds, which could result in unexpected tax consequences or missed opportunities for tax optimization.

We are not liable for any losses or tax penalties that arise from outdated or incorrect tax information. Users are solely responsible for maintaining accurate and current income details within their profile.

If you need to, you can update your information at any time.