Required Minimum Distributions  
Many retirement plans require that you begin taking minimum distributions after you reach age 70. This calculator will provide an estimate of how much your Required Minimum Distribution (RMD) would be this year based on your age and the value of your account as of December 31 last year. Note that this calculator is intended only to provide an estimate of your RMD. Your actual RMD may be affected by additional factors.
     


What was your age as of last December 31?

What was your retirement account value as of last December 31?

$
 
   
   
Texas First Bank Investment Services
6501 Stewart Road Galveston, TX 77552
Phone: (409) 771-3050, or

            (281) 851-6508

Fax: (281) 286-7311
www.texasfirstbank.pfyfn.com pgrover@swbcinvestments.com
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, SWBC Investment Company and this institution are not affiliated. SWBC Investment Company is a Registered Investment Advisor.
 
Securities are: 
 
 
Supervisory Office:
Allen Barton,
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   
San Antonio, TX  78216
(210) 321-7296
(210) 525-9461  Fax
compliance@swbcinvestments.com