Tax LibraryWelcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.
This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. 
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Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Merit Financial, Inc., an SEC Registered Investment Advisory Firm. Securities America, Inc. and Merit Financial, Inc. d/b/a Allegiance Advantage Group and also d/b/a The Merit Retirement Advantage are separate entities. We are not employed, sponsored, endorsed by, or affiliated with AT&T, in any way.
An investor should carefully consider the investment objectives, risks, charges and expenses before investing. The fund prospectus contains this and other information about the investment company. For a copy of the prospectus, please contact your advisor. Read the prospectus carefully before investing or sending money.
An investment in a money market the fund is not FDIC insured or guaranteed by any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.
The US Treasury Temporary Guarantee Program provides a guarantee to participating money market mutual fund shareholders based on the number of shares invested in the fund at the close of business on Sept. 19,2008. Any increase in the number of shares an investor holds after the close of business on Sept.19, 2008, will not be guaranteed. If a customer closes his/her account with a fund or broker-dealer, any future investment in the fund will not be guaranteed. If the number of shares an investor holds fluctuates over the period, the investor will be covered for either the number of shares as held as of the close of business on Sept 19th, 2008, or the current amount, whichever is less. The program expires on Dec 18, 2008, unless extended by the US Treasury.