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Legacy Wealth Management of
Benjamin F. Edwards

Tax Planning Strategies*

Tax Considerations for 2026 - new 02/10/2026

2025 Year-End Tax Guide - new 12/02/2025

Know your 1099 - updated 01/31/2026

Cost Basis for Securities - Updated 11/17/2025

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.