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.


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Disclaimer

Howard Materetsky, Ira S. Materetsky CFP®, Matt Welsh and Mark Furman offer securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC and a registered investment advisor. Gary S. Haft offers securities through Royal Alliance Associates, Inc. Materetsky Financial Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, VA, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
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Contact Info

Materetsky Financial Group
2240 Woolbright Road Suite 354
Boynton Beach FL 33426

Phone: 561-735-9227
Fax: 561-735-9815
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Materetsky Financial Group
6800 Jericho Turnpike Suite 120W
Syosset NY 11791

Phone: 516-227-1111
Fax: 516-227-1144
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