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?

$
 
   
   
Mark Stevens Financial LLC.."Your Money. And Your Life" Investments, Asset Management, College Savings, Estate Planning, Nursing Home Protection, Legacy Planning
3870 North Buffalo Rd. • Orchard Park, NY • 14127
Phone: 716-667-7432 • Fax: 716-972-0250

 

 

Mark Stevens is a Registered Representative of and offers securities products & services through FSC Securities Corporation, Member FINRA/SIPC, a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in the states of FL, GA, IN, MI, NY, OH, PA, and SC.  No offers may be made or accepted from any resident outside the specific state referenced.

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Mark Stevens Financial LLC. is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment adviser.
Advisory services offered through FSC Securities Corporation, a Registered Investment Advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.