Blog | Private Wealth

Special Notice from MONTAG: Year End Deadlines

November 11, 2019 by

As the end of the year approaches, there are a lot of key action items for our clients to consider, including tax preparation, charitable giving, required minimum distributions, and others.  While the burden of notification is on a client’s custodian (in our case, Schwab or Fidelity), MONTAG tries to be up-to-date and helpful on these issues as well.

For our clients at Schwab, please look HERE and HERE for important information regarding year end considerations for you and your portfolios.

For our clients at Fidelity, please look HERE for important information on year end activities.

As mentioned above, the Client Service Team at MONTAG likes to stay abreast of these considerations, and we remain a resource for you, should you have questions about these items!

 

 

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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.