With the year coming to a close, it’s important to make sure you have taken, or are set up to take, your 2013 required minimum distribution. The amount you need to take is based on the total value of all your IRA accounts. If this is the first time that you are required to take an RMD, you may have until April 1, 2014 to do so.
Below is a brief guide that will hopefully answer many of your questions about taking required minimum distributions. Alternatively, you can call one of our Wealth Managers at (800) 541-7774 to potentially determine your RMD amount.
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