How do I make withdrawals from my account(s)?

Most clients have their personal checking account securely linked to their Charles Schwab account. When you need funds, simply contact our office and we will initiate an ACH transfer to your linked bank account. ACH transfers are typically completed within 1–3 business days.

If the funds are coming from an IRA or other retirement account, please note that taxes may apply depending on your situation. We will coordinate the appropriate tax withholding and ensure any Required Minimum Distributions (RMDs) are handled properly. If your bank account is not yet linked, we can help you set that up quickly and securely.