Clients/Clients Only RMD (Required Minimum Distributions) Season comes early, Friday from Afar… Sharpening the Saw …

RMD’s Early this year

Being creatures of habit, (actually very rigid habit), we wanted to share a change in our regular scheduled programming this year regarding RMD – Required Minimum Distributions ….

Usually an October, November “Thing” this year we plan on doing most of the one timers next week… One timers are that large group that we make the distribution to meet Uncle Sam’s mandate only one solo transaction each year… New RMD folks we will be in touch too, but likely not next week!

Regularly RMD monthly distributors, no changes for us, all stays the same just like we normally do!

With the TDAmeritrade/Schwab Merger over Labor Day weekend, we thought it best to go ahead and take one more item off our plates before the end of the year run as well as the merger…

One last Hurrah – Saw Sharpening in a Cooler Climate with Friends and Family

With a Senior heading off to College and away from the nest… We are on one last trip before the school year begins…. A cooler climate was desired, and luckily found after a heat wave followed us…

Ahhhh…. today is a Friday, heading into a late July weekend… enjoy your day and your weekend…. Talk Next Week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



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