Take Your RMD With Confidence

Required Minimum Distributions don't have to be confusing.

If you're approaching the age when Required Minimum Distributions (RMDs) become part of your retirement plan, you've probably discovered there's more to it than simply taking money out of an account.

Questions like...

• Should I donate part of my RMD to charity?

• Do I have to sell investments?

• How much should I withhold for taxes?

• What mistakes should I avoid before year-end?

...can quickly become overwhelming.

This free workbook walks you through each step in plain English, helping you organize your information and understand your options before making important decisions.

Takes about 30 minutes to complete.