CT-2018 - 63 - RMD Infographic - Adviser Investments

If you have questions about RMDs,
you’re not alone

A required minimum distribution (RMD) is the smallest withdrawal you must take from tax-deferred accounts each year to avoid significant penalties. While this sounds straightforward, many investors are unaware of the rules they must follow and the options available to them when it comes to their accounts.

In this informative piece, 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 making withdrawals?
  • How is the RMD calculated?
  • What are the penalties for a missed withdrawal?

RMDs can sneak up on retirement savers. Make sure you understand what they are and how they work before it’s too late. Complete the form to the right to receive this free, no-obligation report today!

For more information, please call us at (800) 492-6868.

Download What You Need to Know About Required Minimum Distributions

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