The new October 2021 Heads Up newsletter is posted!
Cybersecurity Awareness; Required Minimum Distribution Checklist
This newsletter features an overview of your personal account security, and provides tips for keeping your account safe and secure. The IRS Required Minimum Distribution is back in 2021. Page two of the newsletter provides education and a check list for you to manage this distribution which is due by December 31st.
All of the past Heads Up Newsletters are posted under the Knowledge Center Tab, in the Heads Up Library. Here you will find investment education that transcends time.
Performance and investment details are updated monthly on this website under the Tracking Investments tab.
Please call the DAP Office at 314-739-7373 with questions.