Hello Advisors,
As 2018 is quickly approaching, we must begin if we haven’t already, talking with clients about their Required Minimum Distributions. Schwab calculates all IRA RMDs so please utilize your Schwab Institutional login to begin preparations.
On another note, Axxcess has officially begun preparations for Q1 2018 billing! Please note that the first business day of 2018 is Tuesday, January 2nd and forecast bills of your client’s accounts will be run and sent for your approval that first week.
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