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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The Klein Serro Financial Group at Stifel Nicolaus
1225 Franklin Avenue, Suite 150 • Garden City, NY • 11530
Phone:

(516) 663-5484

 • Fax:

(516) 746-0530
• thekleinserrofinancialgroup@stifel.com

(1) This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.

(2) Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state: (b) are excluded or exempted from the state's licenser requirements.

(3) Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, Member SIPC/NYSE.

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