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      "name": "Continuity",
      "url": "https://gocontinuity.com/",
      "telephone": "+14806310700",
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        "addressLocality": "Chandler",
        "addressRegion": "AZ",
        "postalCode": "85224",
        "addressCountry": "US"
      },
      "description": "Continuity provides advisor transition execution—operational support for financial advisors moving firms, platforms, or custodians."
    },
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      "@type": "WebSite",
      "@id": "https://gocontinuity.com/#website",
      "url": "https://gocontinuity.com/",
      "name": "Continuity",
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      "inLanguage": "en",
      "description": "Operational cost basis and RMD cleanup support during advisor transitions: reconciliation, documentation, exception tracking, and completion/straggler follow-through."
    },
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      "@type": "Service",
      "@id": "https://gocontinuity.com/cost-basis-rmd-cleanup/#service",
      "name": "Cost Basis / RMD Cleanup Support",
      "serviceType": "Advisor transition execution support (cost basis and RMD cleanup workflows)",
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      "areaServed": "US",
      "description": "Operational support for cost basis reconciliation and RMD workflow cleanup during advisor transitions, including discrepancy inventory, documentation control, tracking and exception triage, and completion/straggler follow-through."
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          "@type": "Question",
          "name": "Is this something we should fix before or after the move?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "If it’s likely to become client-facing (planned sales, upcoming distributions, high-touch households), address it as early as possible. Readiness helps prioritize what must be staged before execution vs what can be tracked and resolved during completion."
          }
        },
        {
          "@type": "Question",
          "name": "What’s the biggest risk of ignoring cost basis issues during a transition?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "The risk is delayed credibility loss when a client sells later and reporting doesn’t align. The operational goal is to reduce unknowns and document the discrepancy set so there’s a clear resolution pathway."
          }
        },
        {
          "@type": "Question",
          "name": "Does Continuity provide tax advice or calculate RMDs?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "No. Continuity provides operational transition execution support and helps with documentation, tracking, reconciliation workflows, and follow-through alongside tax, legal, compliance, and platform/custodian partners."
          }
        },
        {
          "@type": "Question",
          "name": "Why do these issues get worse during platform or custodian changes?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Transfers and stragglers change the source of truth over time. Without a tracking plan, cleanup work fragments and clients experience it as uncertainty."
          }
        },
        {
          "@type": "Question",
          "name": "What’s the best first step if we know we have cleanup exposure?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Start with the Transition Readiness Assessment to map the operational shape of the book, identify where cleanup will create client-facing risk, and define the execution and completion plan before the move becomes reactive."
          }
        }
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