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JIL Financial Services, LLC
Paul LoRusso
919-948-2050
paul@jilfsllc.com
Welcome
Welcome to JIL Financial Services, LLC where our desire is to help you succeed.  Concentrating on investing for the long-term we help you remain consistent and focused.  Please let us know how we can serve your investing needs.

For tax and accounting services click here.
Latest Video Client Alert
Newsletters
  • Quiz: How Much Do You Know About Social Security Retirement Benefits?
    Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your
  • Tax Tips for the Self-Employed
    Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges,
  • Grandparents Can Help Bridge the College Cost Gap
    For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans.
  • Can the IRS waive the 60-day IRA rollover deadline?
    If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in
  • What's the difference between a direct and indirect rollover?
    If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by
    
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 Branch phone 919-782-0033

IMPORTANT DISCLOSURES

Securities, insurance, and advisory services offered through FSC Securities Corporation, a registered broker-dealer and Member FINRA/SIPC. JIL Financial Services, LLC is not affiliated with FSC Securities Corporation or registered as a broker dealer or a registered investment advisor.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.


This communication is strictly intended for individuals residing in the state(s) of DE, LA, NC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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