Home
Our Team
About Us
Personal Financial Planning
What is a Financial Plan ?
Calculators
Access your account
Our Locations
Request Information
Blank_section
Event Calendar
Our free news service
Schedule an appointment

Beneficiary Required Minimum Distributions

When you are the beneficiary of a retirement plan, specific IRS rules regulate the minimum withdrawals you must take. If you want to simply take your inherited money right now and pay taxes, you can. But if you want to defer taxes as long as possible, there are certain distribution requirements with which you must comply. Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.


Dinkytown.net Financial Calculators
Calculators provided by
www.dinkytown.net

Sovereign Financial Group, Inc is independent.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, CFP ® (with plaque design) and CFP® (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.