Required minimum distributions

The year you reach age 70^1/2 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 [email protected].