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As the end of the year approaches, you may be thinking about loose ends to tie up, including those with your financial accounts. If you’re planning on requesting a required minimum distribution (RMD) or completing a fair market valuation (FMV), or other account-related activities before the end of 2019, be aware of Equity Trust processing deadlines.
Here are more details, including instructions for conveniently completing these tasks online:
1. To ensure a transaction is processed by year-end, including a Required Minimum Distribution (RMD), please submit all required paperwork in good order no later than December 1, 2019.
2. Please provide Equity Trust Company with an updated investment valuation for all non-publicly traded assets held in your account by November 15, 2019.
1. As you wrap up the details of 2019, take a moment to make sure your credit card information you have on file for your account is up to date.
2. Having accurate, up to date information for the beneficiaries of your IRA and other personal accounts is a small detail with a huge impact.
If your account holds assets such as real estate, it can be helpful to plan to have funds available in your account to pay for any annual or potential seasonal expenses such as:
Remember: Bill pay requests can be submitted 24 hours a day, 7 days a week through myEQUITY.com.
Many people expect to receive their tax documents within the first quarter of the year, but that doesn’t mean you have to wait until the last minute to get ready to file.
You can also use this time before the tax busy season to consider finding a qualified professional to help you with your investment and financial goals or increasing your financial savvy for next year.
If you’re working and find a holiday bonus or some year-end over time is coming your way, this can be an opportunity to contribute more to your account.
You could also consider opening or contributing to a spousal IRA if your spouse meets all the account eligibility requirements but does not have earned taxable income at this time.
Contact our Account Executives to learn more about a spousal IRA or other retirement plan options for you and your family.
If you need any assistance, contact Equity Trust Company at 888-382-4727.
Thank you for allowing Equity Trust Company to be a part of your financial future. We appreciate the opportunity to serve you.
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