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PLATFORM UPDATES

RMD Tips & Best Practices

With the end of 2018 fast approaching, AEWM wants to remind our advisors that Required Minimum Distributions must be taken by Dec. 31. We have put together a list of Tips and Best Practices to help guide you. You can read that HERE. Also, be sure to review the important dates below.

  • AEWM:
    • 12/14/2018 – The recommended date to submit distribution requests for the 2018 tax year.
  • Fidelity:
    • 12/6/2018 – The “pull-forward” date for all 12/11/2018 – 12/31/2018 distributions.
    • 12/26/2018 – The last day to establish a new periodic distribution plan for a distribution for the 2018 tax year.
    • 12/28/2018 – The last day for EFT/ACH distributions to be processed for the 2018 tax year.
    • 12/31/2018 – The last day to submit distribution requests on Wealthscape for the 2018 tax year.

As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

647507 - For investment professional use only.

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