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3rd Quarter | 2022

Quarterly recap
What’s happening at FPI
Plan ahead: Flexible Plan holiday hours on November 24–25

In observance of the Thanksgiving holiday, the office will be closed Thursday, November 24, and Friday, November 25. On Friday, our Trading department will complete all required trades and transaction data downloads before the 1 p.m. market close. Regular business hours will resume Monday, November 28. Remember, clients can log in to ontargetinvesting.com at any time to access daily account information, quarterly statements, and more.

For financial professionals: Response to the new SEC marketing rule

In response to the new SEC marketing rule, we have made changes to our communications, adviser and client resources, and website, meeting the deadline of November 4, 2022. The entire FPI staff successfully completed the year-long project to be in compliance with the rule. Visit https://www.flexibleplan.com/about/sec-marketing-rule to learn more about our response to the new SEC marketing rule.

Reminder: Required minimum distributions

As the end of the year approaches, 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 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.

Distribution requests from Axos accounts must be received by our Client Services department, in good order, by December 15, 2022, to ensure processing before December 31, 2022. Requests received after December 15, 2022, will be processed on a best-efforts basis.

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