FREE GUIDE ON REQUIRED MINIMUM DISTRIBUTION (RMD)






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What you’ll learn from this guide:

At the age of 72, the IRS may require you to start taking your Required Minimum Distribution (RMD), or the minimum amount you must withdraw from your IRA each year. Calculating your RMD can be complicated with a lot of room for error.

The purpose of this four-page whitepaper is to help you create a plan for taking your RMD. If you have further questions, one of our retirement planners would be happy to visit with you for a no cost, no obligation 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?
Thumbnail of cover of a free guide on taking your Required Minimum Distribution (RMD)
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MMWKM Advisors, LLC (d/b/a Retirement Planners of America ) (“Retirement Planners of America”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. References to the “invest and protect strategy” (the “Strategy”) and recommendations made under the Strategy from 2007 through 2009 refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Four of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif, and Chief Investment Officer, Eli Dragon. Retirement Planners of America has been employing the Strategy since its inception in 2011. Therefore, any references to Retirement Planners of America’s performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of America’s principals at the respective other firms described above. Like all investment strategies, the Strategy is not guaranteed. It is possible that it can incorrectly predict a bear market (generally accepted as a 20% drop in a market index), which has, in-fact, happened before at Retirement Planners of America and affected its clients accordingly. When the sell / “protect” portion of the Strategy is implemented, affected investors will incur transaction costs and taxable accounts will incur tax consequences. However, when implementing that portion of the Strategy, Retirement Planners of America generally believes that the benefit of avoiding bear markets outweighs the burden of these transaction costs and tax consequences.