Betsy O'Reilly Pate, LUTCF


Financial Services Representative

Investment Advisor Representative

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 information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek guidance from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
This material was written and prepared by Broadridge Advisor Solutions.
© 2024 Broadridge Financial Solutions, Inc.

Contact Information:

1340 Central Park Blvd Suite #202
Fredericksburg, VA 22401
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Supervisory office: MassMutual Greater Richmond East Shore I 100 Eastshore Dr Suite 300 Glen Allen, VA 23059 (804)346-1011

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or it's affiliated companies.

Agent is licensed to sell life insurance in the following jurisdications: AZ, D.C., FL, MA, MD, NC, SC, TX, VA, and WV.

Agent is licensed to sell to sell securites in the following jurisdictions: AZ, D.C., FL, MD, MA, NC, NY, TX, and VA.

CRN202504-2207781

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