Series 65: Required Minimum Distributions (RMDs)

Taken from our Series 65 Online Guide

Required Minimum Distributions (RMDs)

Required minimum distributions refer to the amount of money that must be taken out of a qualified retirement account starting the year the account holder turns 70 1/2 years old. The minimum amount is determined by the account holder’s life expectancy, as found on tables the IRS develops, and the amount in the account.

In general, the IRS requires a retirement account owner to begin taking required mini

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: Required Minimum Distributions (RMDs), you might also be interested in:

Series 3 - 6.2.3.1. Reversal Patterns

Series 54 - Exercise

Series 53 - Customer Account Transfers

SIE - 8.1.6. Regulation S-P

Series 51 - Form G-32 Information

Series 53 - 5.1.4.3. Joint Trading

Series 50 - Money Market Instruments

Series 24 - Required Coverage

Series 63 - Reasons for Disciplining an Agent

Series 6 - LGIP Operations and Fees

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I have passed the SIE, Series 63, and Series 65 all on the 1st attempt. Thank you Solomon Exam Prep! The practice tests are great and really prepare you for the real exam.

Gary Kilanowski. Scottsdale, AZ

Great study materials. The program provided the information needed to successfully pass the Series 65. Thanks Solomon!

Bryan Acuto, Trust Advisory Group, Woburn, MA

I recently passed the Series 65 exam, really recommend this study material. I used other vendors before with no success; this is the best in the market. Thanks so much!

Mauricio Reyes. Boca Raton, FL

I passed the exam (Series 65) on the first try only using your study prep. Worked great for me!

Michael Carmody Brentwood, TN

I have used other providers in the past for the 62 and decided to try something new this time due to passing that by a thin margin out of luck. I passed the 65 first try with an 88% all thanks to Solomon Exam Prep and its effective 5-week program. The book is thorough and easy to follow and the endless question bank with detailed explanations ensures that you will never see a repeat and never have to worry about question memorization (which is CRITICAL when you are assessing how ready you are based off of practice tests). The quizzes and exams require a deeper level of understanding, unlike other providers that test you with elementary questions only to leave the actual exam to feel unpleasantly difficult. The practice quizzes provide a very convenient way to focus on your weak areas and the full simulation exams feel very much like the actual test and in my experience, made the real exam seem surprisingly easy. The practice questions also reinforce important test taking skills and taught me to approach questions in a more disciplined way than before. Finally, I gave the “ask the professor” function a try and they are VERY responsive and clearly have a passion for seeing their clients succeed. I couldn’t be happier with this program and even though you might hear about the other test prep companies more often, Solomon IS the most effective.

Bates Parsons, Denver, CO

I wanted to thank you for your help several weeks ago. The practice questions were very helpful. I passed the exam (Series 65) on the first try with a solid score.

Alan Heacock, LPL Financial, Bedford, NH