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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Affinity Advantage Financial
633 Rt. 211 East • Middletown, NY • 10941
Phone: 845-695-1000, x202 • Fax: 845-695-2079
www.affinityadvantage.com • tomammons@affinityadvantage.com

 

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.  

 

Securities licensed associates of Affinity Advantage Financial, are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or 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 securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. LEXCO Wealth Management, Affinity Advantage Financial and NPC are separate and unrelated companies.

 

 

 

 

 

Investments & Insurance Products:

• Are not insured by the FDIC or by any federal government agency

• Are not deposits of or guaranteed by the bank or any bank affiliate

• May lose Value


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