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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Schooner Financial Associates
200 Cordwainer Drive Ste 303 • Norwell, MA • 02061
Phone: (781) 421-3110 • Fax: (781) 421-3096

Email:richard.turner@siionline.com
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                                                                                           IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Ø Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Ø Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: CA, CT, FL, HI, IL, MA, ME, NC, NH, NJ, NY, OK, RI, SC, TN

 

Securities offered through SII Investments, Inc® (SII), Member FINRA/SIPC.  SII and Schooner Financial Associates are separate and unrelated companies. SII does not provide tax or legal advice.

 


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