Required Minimum Distribution Basics

At age 70 1/2, you must take distributions from most of your retirement accounts with a few exceptions . Below is an article that explains the rules and discusses some interesting strategies that could save you on taxes in the future.

Should you convert some of your IRA to a Roth IRA? Should you make charitable contributions directly from your IRA? Accountants and Financial Advisors can assist in making sure you utilize the correct strategy to achieve your financial goals.

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General Disclosure

This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. This presentation may not be construed as investment advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and are subject to change without notice.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site. As with any investment strategy, there is potential for profit as well as the possibility of loss.  We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.

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