When you reach a certain age, required minimum withdrawals become a critical part of your financial strategy. The rules can be complex, and in there are exceptions that can apply. Use this calculator to get a rough idea about your RMDs. But consider speaking with a financial professional before making any decisions.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Help clients navigate their Social Security claiming decisions with our interactive roadmap.