Lottsa’s Fall 2022 Updates

November 4, 2022:

  • We are reaching out to all clients who have not taken their Required Minimum Distributions in the first weeks of November.
  • If you plan to make Qualified Charitable Distributions from your IRA, those must be sent out by mid- to late-November at the latest to allow time for TD Ameritrade processing.
  • Managed Services clients can expect to hear from us in November or December about tax planning for 2022.
  • TD Ameritrade and Schwab recently announced that the switch to Schwab will occur over Labor Day weekend 2023. You can expect to hear from Lottsa with more specific updates in Spring and Summer 2023.
  • Lottsa’s offices will be closed November 24 and 25 for the Thanksgiving holiday.

As always, you are welcome to contact us if anything changes or questions arise.

Scott, Sarah, and Lisa