Rebalance Blog

How Do Required Minimum Distributions (RMDs) Work?

In the year you turn 70 ½ years old, the IRS looks at the balance of your retirement accounts (IRAs, 401k, 403b but not Roth IRAs) and calculates an amount that you are required to distribute as taxable income (called… Continue reading


How long does it take to get started?

We can usually have your account(s) set up and a portfolio purchased within 5-7 business days.


What is the minimum size portfolio I need to get started?

The minimum size portfolio that you need to get started is $300,000.