I hope you’re having a relaxing summer! Before you know it, Labor Day will be here, and we will focus on year-end planning. If that is when you typically make charitable gifts from your investment accounts – or if you are planning to make a distribution from your IRA to a charity (for those who are 70 ½ and older only) – get ready to get back to work early this year. In anticipation of longer than usual processing times at many investment firms, we are asking you to submit any such requests by September 16, 2022, to help ensure that they are completed for the 2022 tax year.
Thank you very much and have a great rest of your summer!
Securities America, Inc., Member FINRA/SIPC. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. This material is not intended to replace the advice of a qualified attorney or tax adviser. Before making any financial commitment regarding the issues discussed herein, consult with the appropriate adviser.