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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Southeast Financial Group, Inc.
2220 Sedwick Road, Suite 202 Durham, NC 27713
Phone: 919-544-0500 Fax: 919-544-0502
esecrest@sefgroup.com

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Wyatt Blakey Secrest and Associates, LLC, a registered investment advisor and separate entity from LPL Financial.

Currently, Edward Secrest is securities licensed in AZ, CA, FL, ID, MA, ME, MN, MO, NC, OH, SC, and VA.  Fee based planning (or investment advisory services) available to residents of FL, MO, NC, ID, SC, AZ, and MN.

This communication is strictly intended for individuals residing in the states listed above, where the registered representative is licensed to conduct securities business, and as an investment advisor.  No offers may be made to or accepted from anyone outside the specific states referenced.

 

 

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