Tax Planning 1

3400 Hedley Road, Springfield, IL 62711

Home
About
Resource Center
Useful Links
Contact
Schedule An Appointment

Tax Planning

Confused By Your 1099-R

Cost Basis For Securities

Managing Tax Season - Know Your 1099

Planning Around the Death of the Stretch IRA

Tax Considerations for 2023

Contact

Office: (217) 726-5862

3400 Hedley Road

Springfield, IL 62711

jenna.soehnlin@benjaminfedwards.com

Quick Links

Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Investment products and services are offered through Benjamin F. Edwards., Member FINRA and SIPC. Investment Advisory products and services offered by Benjamin F. Edwards and Co., an Investment Advisor registered with the SEC.

Investing involves risks, including the possible loss of principal.

Benjamin F. Edwards does not provide legal or tax advice. Please consult with your tax or legal advisors before taking any action that may have tax consequences. The information provided was prepared by, or in cooperation with, Benjamin F. Edwards and its accuracy and completeness are not guaranteed.

Investments in securities and insurance products:

ARE NOT FDIC-INSURED

ARE NOT BANK-GUARANTEED

MAY LOSE VALUE

Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Client Relationship Summary

Best Interest Disclosure

Professional headshots and team photo by Kim Ritchie Photography