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RMD CALCULATION FORM Clarion Partners Real Estate Income Fund Please Print or TypeThis form should be used by the IRA owner or owner of a Beneficiary IRA to request an RMD Calculation only. This form

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How to fill out rmd calculation form clarion

01

Obtain the RMD calculation form from the Clarion website or office.

02

Fill in your personal information, including name, address, and account number.

03

Enter the value of your retirement account as of December 31 of the previous year.

04

Determine your age and find the corresponding life expectancy factor on the IRS Uniform Lifetime Table.

05

Divide the account value by the life expectancy factor to calculate your RMD for the year.

06

Sign and date the form before submitting it to Clarion.

Who needs rmd calculation form clarion?

01

Individuals who have a traditional IRA or other qualified retirement account

02

Anyone who has reached the age where they are required to take RMDs according to IRS regulations

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What is rmd calculation form clarion?

The RMD calculation form clarion is a document used to calculate the Required Minimum Distributions (RMD) that individuals must withdraw from their retirement accounts once they reach a certain age.

Who is required to file rmd calculation form clarion?

Individuals who own retirement accounts such as 401(k)s, traditional IRAs, and certain other tax-advantaged accounts are required to file the RMD calculation form clarion when they reach the age at which distributions are mandated.

How to fill out rmd calculation form clarion?

To fill out the RMD calculation form clarion, individuals need to provide their age, account balance information, and potentially life expectancy factors, depending on the specific requirements outlined in the form.

What is the purpose of rmd calculation form clarion?

The purpose of the RMD calculation form clarion is to ensure that individuals fulfill their tax obligations by withdrawing the required minimum amount from their retirement accounts, thereby complying with IRS regulations.

What information must be reported on rmd calculation form clarion?

The information that must be reported on the RMD calculation form clarion includes the account holder's age, account balances, life expectancy tables, and the calculations for the required withdrawal amounts.

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