Required Minimum Distributions

Retired individuals with retirement accounts are required to take Required Minimum Distributions starting at age 70 ½.  Retirement plans include 401K, 403B, 457, Simple IRAs, and SEP plans.  Individuals with IRA’s are also required to take Required Minimum Distributions. An exception is that Roth IRAs do not have required distributions. To learn how we can help you, watch the video above or read the white paper to the right.

To schedule a meeting with us to discuss about your Required Minimum Distributions, fill out the form below and we will be in touch.

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Heartland Financial Services, LTD
Phone: 319-277-1059
Email: DBeaty@GWNSecurities.com
Office: 2302 W 1st St,Ste 120 Cedar Falls, IA 50613

Heartland Financial Services, LTD is an independent Registered Investment Advisor licensed to offer Financial Planning Services in Iowa. Heartland Financial Services LTD and GWN Securities, Inc. are separate companies. Agents associated with Heartland Financial Services are licensed to solicit and sell life insurance, annuities, and mutual funds in the following states only: Iowa, Illinois, and California.

*Securities offered through GWN Securities, Inc., 11440 N Jog Road, Palm Beach Gardens, FL 33418, 1-561-472-2700, Member FINRA, SIPC