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.

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