2024 Year-End Deadlines

During our Office Hours on October 9th, we shared that the year-end processing deadline for 2024 would be November 22nd. Schwab has since announced that their submission deadline for distribution paperwork is November 15th (view the full bulletin here). In light of this update, we are amending our cutoff dates to ensure timely processing. Please review the updated deadlines below.

Updated Deadlines for Year-End Requests:

Money Movement Requests (RMDs, QCDs, Roth Conversions):

Due by November 8th, 2024

To ensure timely processing of any 2024 year-end distribution requests, please submit them to our team no later than Friday, November 8th.

New Accounts & Account Maintenance Requests:

Due by November 22nd, 2024

For all other request types that need to be completed by year-end, please submit them to our team by Friday, November 22nd.

To ensure your clients’ requests are processed correctly and on time, we highly recommend submitting them as early as possible. Any requests received after the stated deadlines will be processed by Schwab on a best-efforts basis.

Please also note our upcoming office closures:

  • November 11th
  • November 28th & 29th 
  • December 23rd - 27th 

If you have any questions or need assistance, don’t hesitate to reach out to our team.

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