The Markets Election - Stephens Wealth Management Group 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by reviewing the introductory section, which provides an overview of current market conditions. This context will help you understand the significance of your selections.
  3. Proceed to the 'Election' section where you will indicate your preferences regarding investment strategies. Carefully read each option and select those that align with your financial goals.
  4. In the 'IRA Distributions' section, update your withholding elections if necessary. Ensure you enter the new rate of 4.25% for Michigan state withholding as applicable.
  5. Finally, review all entries for accuracy before submitting. Utilize our platform’s features to save or share your completed form easily.

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