Advisor RMD Calculator Content Kit

A complete toolkit to help financial advisors integrate, promote, and personalize the RMD Calculator with ease.

Overview

This content kit is designed to help advisors easily promote and integrate the RMD Calculator on their website, social media, email campaigns, and newsletters. Each section provides editable templates you can customize with your firm’s branding, disclosure language, and personal tone. The goal is to make it simple to engage your pre-retiree and retiree audience, drive more website traffic, and convert visitors into qualified leads.

All content can be personalized with placeholders:

  • [ADVISOR_NAME] – Your name or team name
  • [FIRM_NAME] – Your firm or practice name
  • [ADVISOR_WEBSITE] – Link to your website page where the calculator appears
  • [DISCLOSURE_TEXT] – Compliance disclosure language specific to your firm

Each piece already includes natural prompts for your audience to use the calculator, download their personalized report, and engage with your firm.

Website Content Templates

Short-Form (Above Calculator)

Headline options:

  • See How Your Retirement Withdrawals Could Look Over Time
  • Find Out How Much You May Need to Withdraw Each Year in Retirement
  • Understand Your Required Minimum Distributions — Quickly and Clearly

Body copy:
Use this simple RMD Calculator to estimate your Required Minimum Distributions for each year of retirement based on your age and account balance. It only takes a minute to get results you can save or print for your records.

CTA:
Try the RMD Calculator Below

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: Keep this section short and above the calculator so visitors see context before they begin.

Long-Form (Below Calculator)

Purpose: For advisors who want to add more educational context, SEO value, and engagement. Use this under the calculator or as a standalone page section.

Headline:
Understanding Your Required Minimum Distributions (RMDs)

Body copy:

Required Minimum Distributions (RMDs) are the minimum amounts you must withdraw from certain retirement accounts each year once you reach a specific age. If you’re approaching or already in retirement, getting a clear view of these withdrawals can make day-to-day planning much easier.

The goal of this page is to give you a straightforward way to see how your withdrawals may look over time. Our RMD Calculator estimates your annual amounts based on a few simple inputs you choose, such as your age, current account balance and expected returns. In seconds, you’ll see a year-by-year view that helps you understand how your account withdrawals may change over time.

Getting started is simple: enter your information, review the results, and download a personalized PDF you can save or print. Many people find it helpful to keep that PDF handy for future check-ins, or to share it with a spouse or family member. You can return to this page anytime to update your details and see how things change as you move forward.

Remember, the calculator is an educational tool designed to help you visualize your withdrawals and plan ahead with more confidence. If you have questions about how to use the results in the context of your broader retirement plan, [FIRM_NAME] is here to help. We can walk you through what you’re seeing and discuss next steps that fit your personal situation.

Try the calculator below to see your estimated annual withdrawals across your retirement years, then download your personalized PDF to keep for reference.

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: This version works well below the calculator or as a standalone educational resource page. You can add your own insights or a brief video introduction for a personal touch.

Social Media Post Templates

Purpose: For use on your firm’s LinkedIn, Facebook, or other social channels. These short, flexible captions can rotate throughout the year to reach pre-retiree and retiree audiences.

Hook options:

  1. Turning 73 soon? Here’s a quick way to see when your Required Minimum Distributions begin.
  2. Wondering how much you’ll be required to withdraw each year in retirement?
  3. If you’re approaching retirement, it’s time to understand your mandatory annual withdrawals.
  4. Find out how much you may need to withdraw from your retirement accounts — year by year.

Post caption:
Our RMD Calculator makes it simple to estimate what your yearly withdrawals could look like based on your age and account balance. Try it now — it only takes a minute.

CTA:
Try it here: [ADVISOR_WEBSITE]

Tip for Advisors: Add an image or graphic showing a retirement calendar, calculator, or friendly visual to increase engagement.

Email Template (Advisors → Clients/Prospects)

Purpose: For re-engaging inactive clients or reaching new prospects through email campaigns or newsletters. This message feels personal and useful without being overly technical.

Subject line options:

  1. Do you know what your RMDs will look like each year?
  2. A simple way to see your required RMD withdrawals in seconds
  3. Planning ahead? Estimate your mandatory annual RMD withdrawals easily

Body copy:

Hi [FIRST_NAME],

When approaching or in retirement, understanding your required withdrawals is an important part of planning ahead.

Our RMD Calculator lets you quickly estimate your annual withdrawal amounts based on your age and account balance — and gives you a clear picture of how those withdrawals may change over time depending on returns.

It’s easy to use and takes just a minute to get results you can save or print.

Try it here: [ADVISOR_WEBSITE]

Best,
[ADVISOR_NAME]
[FIRM_NAME]

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: This email template works great in targeted list campaigns to increase open and click rates.

Article / Blog Template

Short Version (100–150 words)

Headline options:

  1. Why Required Minimum Distributions Matter in Retirement Planning
  2. Understanding Your RMD Withdrawals in Retirement
  3. What Are Required Minimum Distributions — and How Can You Estimate Yours?

Body copy:

As you approach and move through retirement, it’s important to understand when and how you’ll need to start withdrawing from your retirement accounts.

Required Minimum Distributions (RMDs) are the minimum amounts you must withdraw from certain retirement accounts each year once you reach a specific age. Knowing your RMDs helps you plan your income and taxes with more confidence throughout retirement.

Our RMD Calculator makes it easy to estimate what your annual withdrawals may look like over time — giving you a clear picture of how your required withdrawals may look year by year.

Try the RMD Calculator below and see your estimated annual withdrawals in just a few clicks.

Disclosure:
[DISCLOSURE_TEXT]

Long Version (500–600 words)

Headline:
How Understanding Your Required Minimum Distributions Can Help You Plan for Retirement

Body copy:

After years of saving for retirement, many people reach a point where they’re required to begin taking money out of certain retirement accounts each year. These required annual withdrawals are called Required Minimum Distributions (RMDs). Knowing when they begin and how they may change from year to year can make everyday planning feel more organized and predictable.

What are RMDs—plain and simple?
RMDs are the minimum amounts as per IRS you must withdraw each year from specific retirement accounts after you reach a set age. They’re part of the rules that guide how retirement accounts are used over time. While the concept can sound technical, at its core an RMD is simply a scheduled withdrawal that makes you draw down your tax-deferred savings throughout retirement.

Why RMDs matter for your plan
Seeing your expected withdrawals mapped across future years can help you answer practical questions: Will my withdrawals be larger or smaller as I age? How should I think about timing other sources of income alongside these required withdrawals? A clear picture of your annual amounts under different returns in your account can make it easier to plan with confidence.

A simple way to visualize your withdrawals
Our RMD Calculator is designed to be quick and approachable. You choose a few basic inputs—such as your age and current account balance—and the calculator estimates your annual withdrawals across future years. The results appear in seconds and are easy to scan, so you can focus on what matters most: understanding how your savings may translate into income over time.

What you’ll receive
In addition to an onscreen view, you can download a personalized PDF that summarizes your inputs and the year-by-year amounts. Many people keep this PDF for reference, share it with a spouse or family member, or bring it to a conversation with an advisor. You can return to the calculator anytime to refresh your numbers as life changes.

How to get the most from the calculator
Think of the calculator as a planning companion. Start with your current details, review the estimated annual withdrawals, and jot down any questions that come to mind—perhaps about spending, timing, different market return scenarios, or coordinating other income sources. If you work with an advisor, your results provide a helpful starting point for a simple, focused discussion about what comes next.

Next step
Try the RMD Calculator below to see your estimated annual withdrawals across your retirement years. When you’re done, download your personalized PDF so you can revisit the numbers later or share them with the people who help you plan. If you’d like support interpreting your results, [FIRM_NAME] is here to help.

[DISCLOSURE_TEXT]

Tip for Advisors: You can repurpose this article for your website’s blog, newsletter, or as a long-form educational post on LinkedIn. Consider adding a brief introductory note in your own voice to personalize the experience.

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