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.
- 12/14/2018 – The recommended date to submit distribution requests for the 2018 tax year.
- 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.