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What Is My Projected Required Minimum Distribution?

Current tax law specifies that once you reach age 70-1/2 you must begin making taxable withdrawals from your IRAs and many other retirement plans. These minimum distributions are calculated annually based on your age, plan balance at the end of the previous year, marital status and spouse's age. If you do not meet the annual minimum distribution, you may be subject to a 50% penalty on your underpayment, plus ordinary income tax as the funds are withdrawn.


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Cohesion Business Advisors


4245 North Central Expressway, Suite 235,
Dallas, TX 75205

T: (214) 778-2482
F: (214) 528-1793
E: matt@cohesionba.com

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Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • Investment advisory services offered through SCF Investment Advisors Inc., SCF Securities, Inc., Cohesion Wealth Advisors, LLC, and Prewitt CPA, PLLC are independently owned and operated. • Securities offerings limited to residents of LA, OK, AR, TX CA, KS, ME. • Check the background of this investment professional on FINRA's BrokerCheck

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