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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Carlton Financial Services Inc.
215 Oakway Center • Eugene, OR • 97402
Phone: (541) 485-0150 • Fax: (541) 485-3447
www.carltonfsi.com • Rick@CarltonFSI.com

Securities offered through Securities America, Inc., Member FINRA/ SIPC,

and Advisory Services offered through Securities America Advisors, Inc.,

Richard L. Carlton, Representative.

Carlton Financial Services, Inc., and Securities America are separate entities.