Wealth without Borders
The purpose of this quarterly newsletter is to share cross-border wealth management news and insights with our cross border clients and colleagues.
As we near the end of another calendar year, it is important to be aware of the requirement to withdraw minimum distributions from individual retirement accounts. Care must be taken to ensure compliance with the rules – especially as some of those rules have shifted in the past year. Be sure to speak with us to ensure you’ve met your obligations to avoid any penalties.
