Required Minimum Distributions  
Many retirement plans require that you begin taking minimum distributions after you reach age 70. This calculator will provide an estimate of how much your Required Minimum Distribution (RMD) would be this year based on your age and the value of your account as of December 31 last year. Note that this calculator is intended only to provide an estimate of your RMD. Your actual RMD may be affected by additional factors.
     

What is your age this year?

What was your retirement account value as of last December 31?

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UW Credit Union
3500 University Ave. • Madison, WI • 53705
Phone: 608-232-5000 or 800-533-6773, ext. 2107
www.uwcuinvestmentservices.org

 

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC., and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Nate Condon, Clint Walkner, Jeremy Marshall, and Jason Sherry, Representatives. UW Credit Union and UW Credit Union Investment Services are not affiliated with the Securities America companies.
 
Securities licensed in:  AZ, CA, FL, IA, IL, MN and WI
Insurance licensed in:  WI
Investment Advisory licensed in:  WI
 
 Not NCUA insured. No Credit Union Guarantee. May Lose Value