10 Need-To-Know RMD Facts - Adviser Investments

Do you have questions about RMDs?
You’re not alone.

Required minimum distributions (RMDs) are in the news again after recent legislation changed the age at which you must begin taking them. But even if you know when to start, it can sometimes be hard to know if you’re taking the most sensible approach for your needs.

In this informative infographic, we will provide answers to some of the most common questions we get about RMDs.

Topics include:

  • What accounts RMD rules apply to
  • When do you have to start taking withdrawals?
  • How is the RMD calculated?
  • What are the penalties for a missed withdrawal?

Please don’t hesitate to contact us if you have any questions about how RMDs may impact you. And if your new year’s resolution is to get your financial life in order, click here to sign up for a free review of your financial plan. We’re standing by and ready to help!

Access 10 Need-To-Know RMD Facts