How to Prepare for Required Minimum Distributions
This eBook will help you plan for RMDs and explain what you need to know if you have inherited an IRA.
Get the Ultimate “Calculate and Plan for RMDs” eBook!
Retirement plans are excellent financial accounts for growing your wealth and passing it on to your children.
In fact, they’re so helpful that the IRS actually mandates Traditional IRAs and 401(k)s to take distributions once you reach the age of 73 so that you can’t avoid paying taxes.
While RMDs are unavoidable unless you switch to a Roth IRA, with the proper education, you can avoid penalties for miscalculating RNDs and reinvest them to continue growing your wealth.
This free ebook will teach you:
- How RMDs work
- How to calculate your RMDs
- 6-steps to plan for RMDs in retirement
- Your RMD obligations if you inherit an IRA
- What to do with your RMDs to continue growing your wealth
Don’t wait! If you are close to retirement age, you will need to plan for RMS as soon as possible. Download our free eBook to begin preparing.
The Horizon Trust Advantage
Easy-to-Use Financial Portal
- Total control over your investment decisions
- Ability to access alternative assets like real estate and crypto
- Industry-leading financial account portal
- Transactional-free pricing
Educational Resources
- Self-Directed: Self-Made Success book
- Dozens of account forms and disclosures
- Investment blog with the latest insights
- Educational newsletter with the latest investment trends
- Investment Corner
Multiple Account Options
- Roth SDIRA
- Traditional SDIRA
- SEP SDIRA
- SIMPLE SDIRA
- Individual 401(k)
- HSA
- CESA
5-Star Rated Custodian
Your Future, Backed by Our Track Record
Trusted by investors nationwide to take control of their retirement through Self-Directed IRAs.
Helping clients grow and protect wealth across real estate, crypto, and private investments.