But I think it is related to the money manager, at least RMDs specifically (agree they are not tax advisors in general but that isnt what Im asking). When to take it, from where to take it. It is going to affect your investments. You could argue that the initial push should be from the client to the brokerage to ask about when, where, and rebalancing. But I think most people see this as a job of the "financial advisor" to initiate.
So what Im trying to find out is what do Vanguard and Fidelity do to help remind about RMDs via email, web notifications, or something else. Do they do anything? Does having a managed account if its an IRA change anything?
If the answer is Vanguard PAS and Fidelity Managed accounts dont tend to push this RMD discussion every year, then that is an answer.
So what Im trying to find out is what do Vanguard and Fidelity do to help remind about RMDs via email, web notifications, or something else. Do they do anything? Does having a managed account if its an IRA change anything?
If the answer is Vanguard PAS and Fidelity Managed accounts dont tend to push this RMD discussion every year, then that is an answer.
Statistics: Posted by suemarkp — Wed Nov 12, 2025 10:59 pm — Replies 3 — Views 594