View Results

What Is My Beneficiary Required Minimum Distribution?

Beneficiaries of retirement plan and IRA accounts after the death of the account owner are subject to required minimum distribution (RMD) rules. Use this calculator to determine your illustrative RMD as a beneficiary whether you are the account owner's spouse, child, or another individual that has been designated as the beneficiary of the account. This calculator takes into account regulatory changes from the SECURE Act of 2019, SECURE 2.0 of 2022, the CARES Act of 2020 and IRS publications through December 31, 2023.

Owner Information

Month
(1 to 12)		Day
(1 to 31)		Year
(1920 to 2024)
What is the account owner's date of birth?
What is the account owner's date of death

Assumptions

help
Month
(1 to 12)		Day
(1 to 31)		Year
(1920 to 2024)
What is your designated beneficiary's date of birth?

Additional Information

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

Powered By CalcXML Calculators For Websites