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Message Center provides bidirectional communication between users and their client service teams as well as the opportunity to submit and review statuses of requests.
You can access the Message Center in Liberty via the Documents tab> Message Center. You will be able to send messages and attachments securely via the Message Center directly to your client service team members, providing greater visibility into request statuses on accounts. Your client service team will introduce this feature to you over the next couple weeks. Please contact your Client Service Advocate if you have questions or concerns. Required Minimum Distributions (RMDs) are mandatory withdrawals that must be made from IRAs, SEP IRAs, SIMPLE IRAs, and employer retirement savings plans like 401ks after a certain age.
Starting in 2023, the age that individuals must begin taking required minimum distributions (RMDs) from their retirement account changed to 73 from 72, beginning January 1, 2023. Individuals who turn 73 this year must take their first distribution no later than December 31, 2023. Please contact your Client Service Advocate if you have questions or concerns. Wednesday, January 25, 2023
4:30 – 5 p.m. ET Would your clients benefit from diversifying into private real estate investments or private equity? What are the opportunities available and how would these asset classes fit into a well-diversified portfolio? Does this investment class make sense now, given current economic conditions? Join us for an informative webinar with Forum Capital Advisors and Primark Capital, with special guest Meketa Investment Group. You’ll learn:
Register now: https://axosevents.webex.com/axosevents/onstage/g.php?MTID=ebebea1b03caa7297fe6f37ff0f70c434 |
