NEW GUIDE: RMD Tables Summary Guide [May 2026]
The new RMD Tables Summary Guide supports your responsibility to ensure your retired clients take their Required Minimum Distributions (RMDs) both on time and in the right amount.
Download it today! The summary guide covers the following to reinforce accuracy and clarity:
- The Uniform Lifetime Table, Single Life Table, and Joint Life and Last Survivor Table
- Clear explanations to help determine which table may apply in different client scenarios
- The required withdrawall percentage by age to help verify RMD calculations
- Guidance on when the "subtract 1" rule may apply