Enhanced RMD Center Experience for Advised Accounts on Schwab Allianc

We are excited to inform you that Schwab has completed the rollout of a new and improved Required Minimum Distribution (RMD) Center experience for advised accounts. This update offers enhanced visibility into your RMD status for the current year, giving you a more holistic, client-level overview instead of an account-level view.

Key Features for Advised Accounts:

• Total RMD: See the total RMD amount for the year.
• Withdrawals-to-Date: Track how much you’ve already withdrawn.
• Scheduled Withdrawals: View any scheduled distributions set through your advisor.
• Remaining RMD: Monitor how much remains to be withdrawn to avoid penalties.

To access this feature, simply log in to Schwab Alliance and navigate to the Take My RMD tab on the Accounts page.

Screenshot for Advised Accounts:

Retail (Non-Advised) Accounts:

If you have any retail (unmanaged) accounts, the RMD Center will include an additional Take My RMD button, allowing you to manage your RMD distributions directly from your retail account. The screenshot below provides an example of how this will appear.

Screenshot for Retail Accounts:

This new experience is designed to make it easier for you to manage your RMDs. Should you have any questions or need further assistance, please don’t hesitate to reach out to us.

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Thank you for trusting Bull Run Investment Management with your financial journey.

Warm regards,

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Christopher M. Passarelli

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