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We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Calculators

Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.

What Is My Projected Required Minimum Distribution?

Current tax law specifies that once you reach age 70-1/2 you must begin making taxable withdrawals from your IRAs and many other retirement plans. These minimum distributions are calculated annually based on your age, plan balance at the end of the previous year, marital status and spouse's age. If you do not meet the annual minimum distribution, you may be subject to a 50% penalty on your underpayment, plus ordinary income tax as the funds are withdrawn.


Dates Of Birth
    Month Day Year
Plan Information

Fort Worth
(817) 698-9988

Carter Burgess Plaza
777 Main Street #600
Fort Worth, TX 76102

Weatherford
(817) 596-8887

We come to you
Watherford, TX

Mineral Wells
(940) 325-6800

2801 Hwy 180 East #20
Mineral Wells, TX 76067

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