Wednesday, October 16, 2019

Gerritz Wealth Management, Inc. Phone Number 541-608-9958

Gerritz Wealth Management, Inc. is taking  its 800 Phone Number out of service by the end of the year.   Please write down our 541-608-9958 number as our only working phone number.

The 800 number was getting way to many Robotic calls.  Also, most of our clients have been calling our 541-608-9958 number.

Stephen L Gerritz

Wednesday, October 2, 2019

I will be doing all IRA Required Minimum Distributions this month.

I will be doing all IRA Required Minimum Distributions this month. I will be mailing required forms for many accounts. I will be able to do automatic withdrawals for some accounts.

Steve

Thursday, February 28, 2019

2018 Folio 1099s and Form 8949 will be mailed out today 02/28/2019

2018 Folio 1099s and Form 8949 will be mailed on 02/28/2019.

If your tax preparer is Steve Constans, I will be mailing your forms directly to him.

Stephen L Gerritz, CFP

Wednesday, January 30, 2019

2018 Folio Institutional 1099Rs mailed out today

Your 2018 Folio Institutional 1099Rs were mailed out today.

For those clients that have both a Folio 1099r (IRAs) and a Folio taxable account, all 1099s will be mailed out in the second half of February.

Steve