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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CERES Financial Group, Inc.
909 Washington Street Suite 202 • Stoughton, MA • 02072
Phone:

866-411-CFGA (2342) Toll Free

781-344-4401 Local
www.cfgadvisors.com

Jonathan Busa and Michele Russell are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Massachusetts, Florida, Maine, Rhode Island, Indiana, California, New Hampshire, Ohio. No offers may be made or accepted from any resident outside the specific states referenced.

Jonathan Busa and Michele Russell are also separately registered as an investment adviser representatives under CERES Financial Group, Inc., a registered investment advisor, offering advisory services in the states of Massachusetts and Florida. As such, these services are strictly intended for individuals residing in Massachusetts and Florida.


IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.