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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Southwest Financial Services, LLC, Beaverton, OR
8285 SW Nimbus Ave., Suite 191 • Beaverton, OR • 97008
Phone: (503) 620-7100 • Fax: (503) 620-7110
• ann@sw-accounting.com

Susan Gilman is a registered representative registered to transact business with clients in Oregon, Washington, California, Pennsylvania, Texas and Florida. Susan Gilman is advisory licensed in the following states: Oregon, Washington, California, and Pennsylvania.  Susan Gilman is also an insurance agent licensed in Oregon, Washington and 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 ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

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

Southwest Financial Services, LLC is not a registered broker/dealer or independent investment advisory firm.