RMD calculation
Account balance December 31st of the prior year divided by the life expectancy factor (from uniform table)
Account balance December 31st of the prior year divided by the life expectancy factor (from uniform table)
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.