What you’ll learn from this guide:
Unsure of how to calculate your required minimum distribution? Answers to this question and many others are found in this free guide.
At the age of 70½ in most cases, the IRS requires you to start taking a Required Minimum Distribution (RMD) from your retirement accounts each year. Calculating your RMD can be complicated with a lot of room for error.
The purpose of this four-page guide is to help you create a plan for taking your RMD. If you have further questions, one of our advisors would be happy to visit with you for a no-cost retirement plan consultation.
In this guide, you’ll get answers to the following questions:
- When should I begin taking my RMD?
- How should I calculate my RMD amount?
- Which accounts can I combine or aggregate?