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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Sterling Financial Svcs
1111 Civic Dr., Ste 330 • Walnut Creek, CA • 94596
Phone: 925-932-5511
www.SterlingFS.net

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. 

 

Sterling Financial Services is a Registered Investment Adviser.  Investment Adviser Representatives of Sterling Financial Services, Inc may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.  Securities licensed associates of Sterling Financial Services are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC.   Sterling Financial Services and NPC are separate and unrelated companies


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