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Administrative Reminders

November 1, 2018 by

ReminderAs we approach the end of the year, the MONTAG Client Service Team has a few administrative reminders for clients:

Required Minimum Distributions (RMDs)  Must be taken from your IRA accounts, including Inherited IRAs, before the end of the year. If you turned 70 ½ this year, this is the first year you must start taking these per IRS regulations.

Charitable Stock Donations – Please let us know of any stock gifts you plan to make as soon as possible. The custodians set deadlines for processing at the beginning of December, so we cannot guarantee that any requests made after then will be processed in time for you to deduct the gift on your 2018 tax return.

If you have any changes to your personal contact information, please provide us an update. Examples include your email address, mailing address, new job, new phone number, etc.

We’ve had success providing many clients with their quarterly reports via our secure portal. If you still receive yours in the mail and would like to make a change, please let us know.

If you have any questions about these or any other items, please give us a call — the MONTAG Client Service Team is always happy to help!

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  • MONTAG

    At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.

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At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.