FAQ - MAIN MENU

I need to make annual required minimum distributions (RMD) from my IRA. Can CCM help me with that?

Yes, we assist clients with IRA required minimum distributions. Schwab Advisor Services has been performing RMDs for decades. 

All CCM clients have access to the Schwab Alliance Team that includes dedicated phone support plus online access to schwaballiance.com - a website designed exclusively for clients of independent money managers. 

FAQ - working with ccm

FAQ - GETTING STARTED

Important Disclosures: While the CCM Market Model is based on sound economic and investment principles, there is no guarantee any of the objectives, including limiting account drawdowns, will be met in the future. The terms odds and probabilities also speak to uncertain outcomes. Please see additional disclosures for more information.