Frequently Asked Questions (FAQs)

When will my tax documents arrive?

Different types of investments have different tax reporting deadlines, and this can affect when your David Lerner Associates tax documents are delivered to you. 



How long do I have to make a 2016 IRA/Roth IRA contribution?

You have until April 18, 2017 to make 2016 IRA/Roth IRA contributions.


How can I access my David Lerner Associates account online?

Click on the "My Account" button on the top of this page. Select "First Time User" and follow the direction. You will need your account number, your social security number and your email address.