October 25, 2019

Housekeeping: December 20, 2019 Deadline

Mark your calendars!

If you are planning to make a contribution or take a distribution from one of your accounts for the calendar year 2019 tax reporting, please take note of this very important reminder.

In order to ensure accurate processing and to help comply with Raymond James guidelines, the DEADLINE for processing any of the following is no later than Friday, December 20, 2019.

This includes:

  • Required Minimum Distributions (RMD’s)
  • Required Minimum Beneficiary Distributions (RMBD’s)
  • Roth Conversions
  • Cost Basis updates
  • Establishing new or funding existing 529 College Plans
  • Gifting cash or Securities*
    *If Securities held at Raymond James.

All necessary forms must be received by our branch, in good order, no later than Friday, December 20, 2019.

It’s always best to take care of these items early, if at all possible. The earlier the better!

If you are unsure about meeting the deadline and/or what paperwork is required, please contact our Client Experience Team at your earliest convenience at 810-593-1624.

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