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 Terzolo Financial Group, Inc.
3208 West Genesee Street • Syracuse,, NY • 13219
Phone: (315) 484-1020 • Fax: (315) 701-2923
• andrew@terzolofinancial.com

Shelly T. Terzolo is a registered representative registered to transact business with clients in New York, Virginia, Florida. North Carolina, and Connecticut is advisory licensed in the following states. New York and North Carolina is also an insurance agent licensed in New York, Florida. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

The Terzolo Financial Group, Inc. is not a registered broker-dealer or independent advisory firm.


Investments & Insurance Products
Are not insured by the FDIC or any federal government agency.
Are not deposits of or guaranteed by the bank or any bank affiliate.
May Lose Value

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