Discussing Required Minimum Distributions

Your required minimum distribution is the minimum amount you must withdraw from your account each year. When does your required minimum distribution begin and how is it calculated?

Get a Plan

Is it time to rethink your strategy for retirement? Complete this form today to schedule a meeting with a Lucia Capital Group financial advisor and build a personalized retirement plan tailored specifically for your goals and objectives.

Join Discussion

theWealthEd @theWealthEd
WealthEd  @theWealthEd
The old days, where people needed brokers to access investment offerings, are pretty much gone https://t.co/wHMTkbs9O5 
WealthEd  @theWealthEd
How do you plan for the unexpected? Watch the the top 3 unexpected expenses in retirement https://t.co/qmmNmVRanM 
WealthEd  @theWealthEd
Watch out for these three potential tax issues at retirement https://t.co/9lNx5BcWBI 
WealthEd  @theWealthEd
Inheriting an IRA? Check out this week's video for 4 helpful facts that you should be aware of https://t.co/mOV1d9arXb 
WealthEd  @theWealthEd
Bond holder? A change in interest rates means that the value of those bonds you’re holding could change. Link: https://t.co/ohA1jcZRRh 
WealthEd  @theWealthEd
Estate planning is one of the most important things you can do to make sure that your legacy is preserved https://t.co/yMtuzAKeSq 
WealthEd  @theWealthEd
"One question we get a lot at this time of year is “How can I reduce my tax bill?” Here are some suggestions https://t.co/8MKZHbE6kU\" 
WealthEd  @theWealthEd
Be on the look out for cost when making your investment decisions, it could eat into your overall rate of return https://t.co/YCwbjh9NZt 
WealthEd  @theWealthEd
In these times of low yields and market volatility, what choices do retail investors have? Check this out... https://t.co/LlBDZMVLmh 
WealthEd  @theWealthEd
Thinking about driving for Uber or maybe renting your home on Airbnb? Make sure to think about the tax consequences https://t.co/8ErAn4dOQB 

Ask a Question

Do you have a question? Every week, our team addresses your financial and retirement concerns. Send us your question by completing the form below.