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RMD Deadline (If You Turned Age 70½ Last Year)

***If you turned 70½ years old the previous year***

This is the date by which you must take your first Required Minimum Distribution (RMD) from tax-deferred IRA accounts you own. Your RMD is based on the previous year-end balance(s). Contact us for help calculating the correct amount you must withdraw.

(Note: This April 1st deadline only applies for the first year you take RMDs, which is the year after turning age 70½. In all future years the RMD deadline is Dec. 31st.)

Later Event: April 18
2016 Taxes Due