<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=314834185700910&amp;ev=PageView&amp;noscript=1">
Retire-On-Purpose-With-Purpose

Retire On Purpose, With Purpose

 
When it comes to managing your retirement, a small mistake can cause a major loss of capital. That is why it's important to speak with a financial advisor who is familiar with your Company's benefits. Schedule a call today..  
 
 
Schedule A Call

RMD Roundup: A Few Key Updates About Required Minimum Distributions

Dec 1, 2021 4:10:02 PM
written by The Retirement Group

As we approach the end of 2022, now might be a good time for Fortune 500 employees to take a closer look at a few developments surrounding required minimum distributions (RMDs) for corporate employees in the United States.

What Are RMDs?

We'd first like to ensure that our Fortune 500 clients understand the basics— What are RMDs? Once you reach age 72, you are required to take minimum distributions from your traditional IRAs and most employer-sponsored retirement plans. (RMDs are not required from an employer plan if you are still working at the company sponsoring the plan and you do not own more than 5% of the company.) You can always take more than the required amount if you choose.


Read More

posted in RMDs

All posts
Content not found

Check the background of this investment professional on FINRA BrokerCheck

TRG Retirement Guide

Subscribe for Email Updates

Posts by Topic

See more

Recent Posts

Information regarding the lump-sum payout may or may not apply to specific employees based on factors such as mergers, acquisitions, years of service, age, or the date an employee was hired.

About Us

The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through workshops conveniently conducted near you. Please attend a free workshop, read the Asset Allocation Questionnaire, call us at 800-900-5867, email us at info@theretirementgroup.com, or visit the contact page on this website to learn more. Visit our blog for more Client Articles!

Learn More Click Here...

Contact Us

800.900.5867
info@theretirementgroup.com
5414 Oberlin Drive,
Suite 220
San Diego, CA 92121
Disclaimer
* The Retirement Group® is not affiliated or endorsed by any company or employer which includes, but is not limited to *AT&T, *Bank Of America, *Chevron, *Hughes, *fidelity.com, *Wyeth, *Northrop Grumman, *Merck, *Raytheon, *Coca-Cola ,*Qwest, *Pfizer, *Caterpillar, *ExxonMobil, *Sempra Energy, *San Diego Gas & Electric Company, *Southern California Gas Company, *Altria, *Ameren, *Anheuser-Busch, *APL, *AT&T, *Bank of America, *Blackhawk Networks, *Boeing, *Caterpillar, *CenturyLink, *Chevron, *Citigroup, *Clorox, *Coca-Cola, *Colgate, *Con Edison, *Dexone, *ExxonMobil, *GlaxoSmithKline, *Home Depot, *Honeywell, *HP, *IBD, *Kimberly-Clark, *Lockheed Martin, *Merck, *Monsanto, *Northrop Grumman, *Pepsi, *Pfizer, *PG&E, *Phillip Morris, *Qwest, *Raytheon, *Safeway, *San Diego Gas & Electric, *Scotts Miracle Gro, *Sempra, *Siemens, *SoCal Edison, *Sony, *Southern California Edison, *Teradata, *Toyota Motor Corporation, *Tropicana, *Verizon, *Wisconsin Energy, *Wyeth and *Verizon. We are an independent financial advisory group that focuses on transition planning and lump sum distribution.

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC., a registered investment advisor not affiliated with FSC Securities Corporation.

We have representatives who are securities registered and are able to service clients in the following states: ARIZONA, ARKANSAS, CALIFORNIA, COLORADO, FLORIDA, GEORGIA, ILLINOIS, INDIANA, KANSAS, MICHIGAN, MISSISSIPPI, MISSOURI, NEVADA, NEW HAMPSHIRE, NEW JERSEY, NEW YORK, NORTH CAROLINA, OKLAHOMA, OREGON, PENNSYLVANIA, SOUTH CAROLINA, TEXAS, TENNESSEE, WASHINGTON, WISCONSIN.
Copyright 2023 | Designed with by HubSpot