Required Minimum Distributions

How can we help you with Required Minimum Distributions?

Beginning at age 70 ½, the IRS requires individuals to take minimum payments – called Required Minimum Distributions, or RMDs – from their retirement savings accounts, whether they need the income or not.

At Belmont Capital Advisors, our team works closely with baby boomers to plan for RMDs, as they can have adverse implications as they relate to:

  • Adjusted gross income and higher tax brackets;
  • Taxation of benefits (Social Security, Medicare, etc.);
  • Inheritance for children and/or grandchildren.
Come by for a chat! Fill out the form and a member of our team will be in touch with you shortly.