In Retirement

Required minimum distributions

The year you reach age 701/2 or the year you retire (whichever comes first), the government compels you to start taking required minimum distributions (RMDs) from certain types of retirement accounts. It’s a good idea to plan for this eventuality long before you get there. Robert Leitner can help you:

  • Estimate the taxes owed, and help minimize the amount
  • Evaluate the impact on your Social Security income
  • Ensure that the assets in the affected accounts provide the necessary liquidity

If you would like to learn more, please contact my office by calling 1-914-725-8790 or sending an e-mail to leitrsm@optonline.net.