Required Minimum Distributions: The Whens, Whys, and Hows of RMDs

About This Course

This one-hour class helps you discover what required minimum distributions (RMDs) are and how they may affect your retirement strategy.

You’ve worked hard for your money. We’ll work just as hard to help you understand how to protect and grow it.

Course Objectives

In this class, we’ll answer RMD questions like:

  • What are RMDs, and when are they required?
  • How is the amount of an RMD calculated?
  • How can you plan for monthly withdrawals?
  • How could you use insurance products in your retirement portfolio allocation?

RMDs can be complicated and should be taken seriously.