Tax Time

Today is tax day. Most people who are due refunds have already filed. But if you are paying taxes today, you should do what you can to protect your return from identity thieves.

What to do?

First, use certified mail. It only costs a couple bucks; the receipt will let you confirm when you mailed your check; and as a bonus a lot of post offices have pizza and doughnuts late on tax day.

Second, give e-filing a pass. There are lots and lots of ways for hackers to steal your filing directly from the government’s computers.

Finally, shred any old tax returns or financial information. You may think that there’s no harm keeping old statements, but you’d be shocked to know what information is stored in old archives. Once it’s past the recommended 5 years, get rid of it.

While it’s never pleasant to “render unto Caesar” his due, these suggestions could make that annual duty a little more secure.

Douglas R. Tengdin, CFA
Chief Investment Officer
Leave a comment if you have any questions—I read them all!

Follow me on Twitter @GlobalMarketUpd

direct: 603-252-6509
reception: 603-224-1350 •
By | 2014-09-03T18:10:06+00:00 April 15th, 2008|Global Market Update|0 Comments

About the Author:

Mr. Tengdin is the Chief Investment Officer at Charter Trust Company and author of “The Global Market Update”. The audio version of each post can be heard on radio stations throughout New England every weekday. Mr. Tengdin graduated from Dartmouth College, Magna Cum Laude. He received his Master of Arts from Trinity Divinity School, Magna Cum Laude and received his Chartered Financial Analyst (CFA) designation in 1992. Mr. Tengdin has been managing investment portfolios for over 30 years, working for Bank of Boston, State Street Global Advisors, Citibank – Tunisia, and Banknorth Group. Throughout his career, Mr. Tengdin has emphasized helping clients manage their financial risks in difficult environments where they can profit from investing in diverse assets in diverse settings. - Leave a comment if you have any questions—I read them all! - And Follow me on Twitter @GlobalMarketUpd

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