Weekly strategy performance

Flexible Plan Investments (FPI) is dedicated to making sure financial advisers and their clients stay informed. As part of that effort, we now notify financial advisers whenever a client’s suitability questionnaire is updated. This ensures advisers can stay up to date with any changes and provide personalized guidance. Advisers can view the new information by logging in to flexibleplan.com, navigating to My Business Analyzer, clicking the client’s name, and selecting the Suitability Profile tab.

By opening and funding an FPI Charitable donor-advised fund (DAF) account before the end of the year, you can secure an immediate tax deduction, position yourself for tax-free growth of your charitable account, and access our dynamically risk-managed investment strategies designed to help maximize the potential of your charitable giving account over time. Don’t wait—this is the perfect time to take advantage of these benefits and simplify your giving. For more information or to get started, visit our FPI Charitable page or contact our service team at 800-347-3539, ext. 146.

As the end of the year draws closer, make sure to adequately plan for any IRA contributions, required minimum distributions (RMDs), or gifts.

The IRS requires tax-deferred account holders over a certain age to take an RMD from their IRA, SIMPLE IRA, SEP IRA, or retirement plan account on an annual basis. For more information about RMDs, see the IRS website.

Flexible Plan Investments clients were notified earlier this year of their minimum distribution amount. To request the RMD, complete the EZ IRA distribution form. Axos Advisor Services will not make a distribution without a completed form. Advisers who want to review RMD information for clients can run the RMD Report from Axos Advisor Services’ Liberty website under Documents, Standard Reports, RMD Report.

If you have any questions or need additional information, please contact our Client Services team at clientservices@flexibleplan.com.