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!