John Bowens, Director, Head of Education and Investor Success, reviews the rules regarding Required Minimum Distributions (RMDs) and what you need to know. John covers: -What is a Required Minimum Distribution (RMD) -At what age do you need to take an RMD -Which account types have a Required Minimum Distribution -Tools/resources to calculate your RMD -How to log into the myEQUITY account management system to take a distribution from your Equity Trust account -What if you hold illiquid assets in your account - what are your options?
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
A Year in Review at Equity
A lot can happen in a year, and 2025 was no exception.
From launching new tools
10 Steps to Prepare Your IRA for the New Year
Year-end is a key time to get your IRA in order.
From reviewing transactions to
Equity Trust Company
