Observed arrival · 2026-08-30
The RMD/QCD paperwork nobody talks about
Kris is researching what happens inside independent advisory firms after an adviser approves a required minimum distribution or qualified charitable distribution.
Field notes
The project examines the operational interval between adviser approval and a firm's declaration that an RMD or QCD is complete. A participant is asked to reconstruct one recent case, including ownership, system handoffs, status location, custodian exceptions, and the final file record. The page specifically welcomes a clean result in which the custodian and CRM already handle the work, and permits fictional or de-identified examples rather than client information.
Observed signals
Read the marks
Editorial observations of this landing page, not a rating.
One card from the complete issue