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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Osborne Advisors Inc.

Dallas Office
7001 Preston Rd. Suite 300
Dallas, TX 75205
214-523-2338

Austin Office
98 San Jacinto Blvd. Suite 370
Austin, TX 78701
512-481-7800

Offering general securities through SWS Financial Services, Inc. Member: FINRA/SIPC 

Sample articles and reports are written and prepared by Emerald Publications and are provided for informational purposes only and not intended as a solicitation. David Osborne is a registered representative and registered investment adviser representative of SWS Financial Services, Inc., a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. This website is only intended for clients and interested investors residing in states in which SWS Financial Services, Inc., or its financial advisors are qualified to provide brokerage services or investment advisory services. SWS Financial Services, Inc., does not attempt to furnish personalized investment advice or services through this website. Certain places on this site offer direct access or "links" to other websites that contain information that was created, published, maintained or otherwise posted by institutions or organizations independent of SWS Financial Services, Inc. SWS Financial Services, Inc. does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located therein. Visitors to these sites should not use or rely on the information contained therein until after consulting with an independent finance professional. SWS Financial Services does not necessarily endorse or recommend any commercial product or service described on these independent sites. SWS Financial Services, Inc., is a wholly owned subsidiary of SWS Group, Inc. (NYSE: SWS) with offices at 1201 Elm Street, Suite 3500, Dallas, Texas, 75270, (214) 859-1800. Past performance is no guarantee of future results.

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