How familiar are you with RMDs and how they can impact you?

To gauge your level of preparedness for the decisions ahead and assess how you might be impacted by required minimum distributions (RMDs), we've developed a brief quiz. It'll help you and your financial professional talk through where you stand and what direction you might want to take.

The ABCs of RMDs

Get an overview of what RMDs are, the types of accounts impacted, and some ideas for what to do with income from RMDs if you don't need it right away. Then, based on your current retirement savings, you can estimate how much your RMDs might be.

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Talk to your financial professional

Complete the self-assessment and share it with your financial professional to start an RMD conversation. Have them visit NorthAmericanCompany.com for more information.

Complete self-assessment

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Sammons Financial^SM is the marketing name for Sammons^® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance^®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.

The term financial professional is not intended to imply engagement in an advisory business in which compensation is not related to sales. Financial professionals that are insurance licensed will be paid a commission on the sale of an insurance product.

The ABCs of RMDs

Potential solutions using fixed index annuities

Legacy

Beyond

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Don't let RMDs tarnish your legacy

Generate income beyond your RMDs

Redirect RMDs into new annuities tailored to help meet your evolving needs

Talk to your financial professional