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What are my options if I do not have enough cash in my account to take the Required Minimum Distribution (RMD)?
What are my options if I do not have enough cash in my account to take the Required Minimum Distribution (RMD)?
Updated over 7 months ago

You can liquidate assets in your account to create enough of a cash balance to take the RMD, or you can request a distribution of those assets “in-kind” up to the value required. You can also take a distribution of funds from other IRAs you own until you meet the RMD amount.

Please complete our Distribution Request form to initiate an RMD.

For further assistance, contact support.

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