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.
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.
Freedom Investment Management recommends that investors who are over-allocated to high-yield risk consider paring back that exposure and reallocating to higher-quality sectors offering attractive yields relative to U.S. Treasuries, such as mortgage-backed securities.
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.
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