Oakpoint Financial - Required Minimum Distributions : Calculator: 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.

Oakpoint Financial

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16545 Southwest Freeway, Suite 175

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Sugar Land, TX

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77479

Phone: 281-491-2800

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Fax: 281-491-2801

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info@oakpointfinancial.com

*Securities, insurance products, and investment advisory services offered through SagePoint Financial, Inc. and its affiliates, member FINRA/SIPC and a registered investment advisor. Certain insurance products are offered by licensed agents independent of SagePoint Financial, Inc. Oak Point Financial, LLP is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. SagePoint Financial, Inc. does not give tax or legal advice.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, KY, MA, MD, NC, NY, OK, OR, PA, RI, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Licensed to sell insurance in: CA, CO, FL, GA, MD, OK and TX.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.