- Please contact us if you see any assets appearing in your old accounts.
- Please alert us if you are receiving any account statements from Wells Fargo Advisors, annuities, insurance or mutual funds that have an account value and do not include my name as agent.
- Please contact us ASAP to take your RMD if it has not yet been completed or if you aren't 100% sure you have completed your RMD. There is a 50% penalty on any shortfall in your RMD withdrawal.
- Dividend Reinvestment: any dividend reinvestment instructions you may have had on individual securities were vacated when the assets transferred over. Please notify us to any accounts or specific securities you wish to enroll into dividend reinvestment. There is no charge for this service.
Volume XXXVIII, Issue 5 • November 12, 2021
