On this week's audio podcast, Miguel Gonzalez talks about how Identity theft runs rampant during tax season and how you can protect yourself from scams.
Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
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On this week's audio podcast, Miguel Gonzalez talks about how Identity theft runs rampant during tax season and how you can protect yourself from scams.
Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:
INTRODUCTION
Welcome to Cortburg Speaks Retirement
An audio podcast about investing in the stock market, financial planning, money management and retirement planning. Each Wednesday, we help investors at all stages of life learn how to potentially grow and preserve their money from first job through retirement.
Now here is your host, Miguel Gonzalez.
HOST
Good morning and welcome to the CORTBURG SPEAKS RETIREMENT audio podcast.
On this week’s audio podcast, I will share how identity theft runs rampant during tax season and how you can protect yourself from scams.
Here’s what to know and how you can help protect yourself.
Identity thieves often swipe your bank or credit card account numbers, birth date information or Social Security Number (SSN) to steal from your accounts, open a new and phony account or make illegal purchases. Some 15.4 million consumers were victims of identity theft or fraud last year, according to a report from Javelin Strategy & Research.
All sorts of nefarious schemers can come after you via the phone or email. Your tax return offers a trove of your personal information, and this time of year scammers also prey on your apprehension about paying taxes.
The Internal Revenue Service has published a list of scam warnings, admitting, “It’s true: Tax scams proliferate during the income tax filing season.”
Among IRS tips:
(Note: Only IRS.gov is the website of the U.S. government's Internal Revenue Service.)
Identity Theft And Fraud Complaints, 2013-2016
Source: Federal Trade Commission, Consumer Sentinel Network.
To protect against scams and identity theft:
Tax season can already bring enough for us to worry about. Use these tips to help cross identity theft off your list.
Make sure to visit our website, www.CortburgRetirement.com. Our site is filled with educational videos, eBooks, publications, and financial calculators designed to help you learn more about your finances. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
This is Miguel Gonzalez, Certified Retirement Counselor (CRC) and Managing Partner, with Cortburg Retirement Advisors signing off for this week’s educational podcast.
DISCLOSURES
Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
CRC conferred by The International Foundation for Retirement Education.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor.
Private Advisor Group, LLC and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.
Investing involves risk including possible loss of principal.
· This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
· All information is believed to be from reliable sources; however LPL Financial makes no representation as to its completeness or accuracy.
· Article written by Jim Blankenship, CFP, EA
· This article was prepared by AdviceIQ.
· AdviceIQ has an agreement to republish this author's content.