Next week is Thanksgiving (Hard to believe we are already here!) but as a reminder, Thursday will be a Holiday and Friday will have Skeleton crews running the ship…. If possible, we know emergencies do happen, if something elective, this week for moving money is much better than next!
New instructions are usually a very hard no, as the set up and then initial transfer all occur under these choppy circumstances!
RMD’s
Required Minimum Distributions are mostly all done at this point…we have a few outliers that are unique, but the reason we try to complete these before Thanksgiving is not only the Holiday, but December starts the end of year rush for many things, which we like to avoid!
Have a Great “Midweek Thanksgiving and RMD reminder” Day!
John A. Kvale CFA, CFP
AI Content Authenticity: AI created the splash image and the Turkey. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
