The rules surrounding the Required Minimum Distribution can seem complicated. To help you make better financial decision, we have created the this flowchart to address common issues regarding Required Minimum Distributions as a result of turning 70.5:

• What to do if you forgot to take an RMD
• How the RMD is calculated
• Which RMDs can be combined and which ones can not
• Implications if the client is still working
• Implication if the client owns more than 5% of the company

 CLICK THE FLOWCHART BELOW TO DOWNLOAD YOUR COPY: 

Please let us know if you have any questions about your eligibility or retirement income planning. We are here to help!

This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.