In This Issue:

Here are your year-end RMD requirements by account.

We have saved in your platform Documents vault a list of clients who have a Required Minimum Distribution (RMD) for 2024 with the RMD amount, total distributions taken through 10/31/24, and any remaining required distribution amount. The file is named “2024 RMDs with YTD Distributions 2024-10-31” and is located in Documents > Statements & Reports > RMD > 2024.

If you missed it, read our Year End Planning communication.

If you have questions, please contact Advisor Services by chat or at support@freedomadvisors.com or 800-949-9936 and then press 2.

Deadline for Processing by Year-End: December 6th

To ensure requests with tax implications are completed before year-end, all requests must be received by Freedom Advisors, in good order, by Friday, 12/6/24. Requests received after this date will be completed on a best-efforts basis and may not be completed by year-end. Please ensure your staff are aware of these timeframes and best practices to facilitate timely processing of all requests.

Did You Know?

You can send your clients portal password resets by going to the client household, clicking on the Details & Activity tab then clicking on Portal Settings & Activity then Actions > Resend.

Nuveen: Time For Real Estate?

Nuveen: "We believe the real estate market correction is nearly complete and investors should take a fresh look at the asset class, which has historically generated stable income returns and portfolio diversification benefits over the long-term — and can offer robust returns during a recovery period."

Election Results Spark Rally Across All Risk Tolerances

What is the Fed’s Trajectory Following the Election? Will New Chinese Stimulus Move the Needle on the Outlook for Investors?

Why Small Caps Now

See the latest up-to-date thinking and insights from our money managers on the Freedom Advisors platform.

Advisory services offered through registered investment adviser Freedom Investment Management, Inc. ("Freedom"). Freedom does not provide tax or legal advice. The representations and opinions herein are the opinions and views of Freedom. Other sources may be available which contradict Freedom’s opinion, process, and methodology. This information should not be relied upon as investment advice.

Freedom does not approve or otherwise endorse the information contained in links to third-party sources. Freedom is not affiliated with the providers of third-party information and is not responsible for the accuracy of the information contained therein.

For financial professional use only. Not for client distribution.