Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Required Minimum Distribution Revised Edition
Required Minimum Distributions (RMDs) are the minimum amounts that individuals over the age of 72 ½ must withdraw annually from their retirement accounts such as 401(k)s and IRAs.
"The SECURE Act is one of the most dynamic changes to retirement legislation since the Pension Protection Act of 2006, and addresses a wide variety of retirement planning topics." (www.forbes.com)
The purpose of RMDs is to ensure that individuals do not defer taxation of retirement funds indefinitely. The amount of the RMD is determined by the IRS each year and is based on the size of the retirement account, the age of the individual, and the life expectancy of the individual. If an individual does not take the required amount of their RMD, they will be subject to a 50% penalty on the amount not taken.
It is important to consult a certified insurance broker or financial services provider to ensure that you are taking the correct amount of your RMD each year.
Contact us today to get your FREE copy of this RMD Guide Guide, "Revised Edition". You'll be glad you did.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.
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Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.