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rmdrs

rmdrs

The Required Minimum Distribution Reinvestment Strategy or RMDRS is a financial service provided by The Wright Financial Group. The service assists the client and the advisor in the retention of client assets and acquisition of new client accounts. The RMDRS service gathers the necessary information to assist clients and the advisor in how to best serve the client with their Required Minimum Distribution and its reinvestment. – Developed by TWFG

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Appendix

Click on an exhibit to view the details.

Exhibit 1: RMD taken 2/01/2001

Exhibit 2: RMD taken 12/06/2001

Exhibit 2A: Comparison Results of Exhibits 1 & 2

Exhibit 3: Net RMD Reinvested 2/01/2002

Exhibit 4: Net RMD Reinvested 4/01/2002

Exhibit 4A: Comparison Results of Exhibits 3 & 4

Exhibit 5: Common Mutual Fund Sale Charges

Exhibit 6: Reinstatement Following Redemption

Exhibit 7: The Letter of Instruction

Exhibite 8: Sample Client List

The exhibits found in this appendix are used to show my calculations. They are for reference only and are not part of the copyright or trademark of this investment strategy.

Find Us

Address
112 W. Pennsylvania Avenue, Suite 200
Bel Air, MD 21014
Phone
410-420-8934 (TWFG)
Fax
410-420-8933
Email
dana@twfginc.com

The Wright Financial Group

The RMDRS service gathers financial information to assist clients with their Required Minimum Distribution. We offer suggestions and ideas on reinvesting, but note this service is not a substitute for advisor due diligence. The information provided is not guaranteed as accurate and complete. T.W.F.G. is not responsible for any losses or damages resulting from the use of the information provided under this service.

FOR INTERNAL BROKER-DEALER USE ONLY




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