The Dispatch

Keeping you informed on the markets, trends and how Freedom Advisors is serving you.

Special Alert

Important Year-End Deadline

To ensure that requests that have tax implications are completed by Friday, 12/30/22, your requests must be submitted (and in good order) by Friday, 12/16/22. Submit your tax harvest, ROTH conversion and new RMD requests as soon as possible to ensure they are completed in 2022. If you have already submitted an RMD request, there is no need to resubmit it by this deadline.

For help or more information on this, contact Advisor Services at support@EQIS.com or 800-949-9936 and then press 2.

 

Also Read...

For a timely story on the importance of year-end tax planning and tax-managed investing, read Ugly Couple: Capital Gains & Negative Performance from Blueprint Investment Partners.*

*EQIS does not approve or otherwise endorse the information contained in links to third-party sources. EQIS is not affiliated with the providers of third-party information and is not responsible for the accuracy of the information contained therein.

 

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