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RMD Calculator

RMD Calculator | Required Minimum Distribution Calculator

Required Minimum Distribution Calculator

Calculate your required minimum distributions (RMDs) from retirement accounts based on IRS guidelines.

RMD Calculator

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About Required Minimum Distributions

Required Minimum Distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year, starting at age 72 (73 if you reach age 72 after Dec. 31, 2022).

Key Facts:

  • RMDs apply to traditional IRAs, SEP IRAs, SIMPLE IRAs, and most employer-sponsored retirement plans
  • The first RMD must be taken by April 1 of the year following the year you turn 72
  • Subsequent RMDs must be taken by December 31 each year
  • Failure to take RMDs results in a 25% excise tax on the amount not distributed

How RMDs Are Calculated:

The RMD is calculated by dividing the account balance as of December 31 of the previous year by a life expectancy factor published by the IRS. The factor depends on your age and, for inherited IRAs, the relationship between you and the original account owner.

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