Required Minimum Distribution (RMD) Checklist

Eventually everybody is required to take distributions from their retirement account(s), but do you know the specifics about Required Minimum Distributions (RMDs), especially after 2020’s SECURE Act changed the rules and timing? 

To help you navigate the details, the JNBA Financial Planning Committee developed this free checklist, including information on age requirements, how RMDs are calculated, taxes and penalties, distribution options, and beneficiaries’ distribution requirements. 

We hope this tool is helpful in navigating the sometimes-confusing details of RMDs so you can determine how they may impact your overall financial plan.

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