March 2018 Newsletter
As the end of tax season quickly approaches, we ask that you help us to help you. 

Most of our clients will benefit from the new tax laws. Be sure to schedule your annual review so we can discuss the changes to help you. The sooner we make adjustments, the better off you’ll be. 
IRA Contributions
If you have IRA contributions, please send directly to the company, or take advantage of registering your account online, and make contributions electronically. Below are directions for a couple of the most popular companies where clients hold accounts:

American Funds
PO Box 2560
Norfolk, VA 23501-2560
(Make check payable to: Capital Bank and Trust)

Trust Company of America
PO Box 5158
Englewood, CO 80155-5158
(Make check payable to: Trust Company of America)

* On the memo line, please include account number and year for which you would like credit for the contribution. If you are including both previous and current year, explain how you want credit, such as, $6,500/2017  $6,500/2018.

Please double-check that the funds are actually withdrawn. It is not only critical to verify that the money comes out when it’s supposed to, but to monitor what is going on in your accounts to mitigate potential security breaches. The more familiar you are, the quicker you should be able to notice a discrepancy.  

If you are sending to our office, we will need your contributions no later than April 1. 
Welcome Our New Team Member
Lastly, we want to introduce our newest member to the team, if you have not already met her, Bobbi Mason! Bobbi is Mike’s wife, and our new Chief Operating Officer. We are thrilled to have her on board, and are confident that she will bring another added level of support to the most important people to us and our business - you, our clients! Bobbi comes to us with 20 years in banking, so already has a great deal of experience in the industry and insight into what we do (not to mention she has been married to Mike for 36 years). Bobbi has immediately begun to streamline processes and increase efficiencies. Needless to say, we are very excited to welcome her. Her email address should you need it, is
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Thank you, as always, for your trust and confidence.

Mason & Associates, LLC
Mason & Associates, LLC | Phone: (757)223-9898 | Fax: (757)223-9990 |