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.
Exhibit 4A: Comparison Results of Exhibits 3 & 4
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