Required Minimum Distributions  
Many retirement plans require that you begin taking minimum distributions after you reach age 70. This calculator will provide an estimate of how much your Required Minimum Distribution (RMD) would be this year based on your age and the value of your account as of December 31 last year. Note that this calculator is intended only to provide an estimate of your RMD. Your actual RMD may be affected by additional factors.
     


What is your age this year?

What was your retirement account value as of last December 31?

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Jerry W. Wilk, P.F.P. Financial, Investment & Retirement Planning in Irvine, CA
17848 Skypark Circle Irvine, CA 92614-6401
Phone: (949) 250-9990
(800) 316-3138
Fax: (949) 250-9992
www.jerrywilk.com jerry.wilk@natplan.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Jerry W. Wilk is a Registered Representative offering securities through NATIONAL PLANNING CORP.  (NPC), NPC of America in FL & NY, member FINRA/SIPC. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent registration requirements, or an applicable exemption or exclusion.

 


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