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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Petra Benefits Financial Services, LP for Retirement, IRA, or 401k Rollover in Tomball, TX
14015 Park Drive, Suite 107 • Tomball, TX • 77377
Phone: 281-357-8788 • Fax: 281-357-8744
• info@PetraBenefits.com
*Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC, and a Registered Investment Advisor.
Insurance services offered are independent of Royal Alliance Associates, Inc.
Petra Benefits Financial Services, LP is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of Oklahoma, Texas, and Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

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