Verification of Client Data

July 18th, 2018 | | AEGIScoop

Raymond James has been updating their back office systems moving from an account centric system to a client centric system.

What does this mean for you? In the future when you open a new account, there will be less paperwork and less signatures.  They have commingled the most current data from each account to update one client record.  For example, phone, employer, etc.  We have encountered with a couple clients, where the data was incorrect they have received an “Account Information Verification” letter.  We are sorry the old outdated information was commingled to update the client record.  But, please continue to bring these to our attention so, we can update. We appreciate your advance understanding and patience as go through this conversion.

2024 Key Numbers for Health Savings Accounts

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for […]

70 + Older | RMD Relief and Guidance for 2023

In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement […]

Under 60 | Understanding Social Security

Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security […]