Beneficiary Required Minimum Distributions (RMD)

When you are the beneficiary of a retirement plan, specific IRS rules regulate the minimum withdrawals you must take. If you want to simply take your inherited money right now and pay taxes, you can. But if you want to defer taxes as long as possible, there are certain distribution requirements with which you must comply. Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account. This calculator has been updated for the 'SECURE Act of 2019 and CARES Act of 2020'.

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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Disclaimer

Calculators provided by
www.dinkytown.net Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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Disclosure

Norman Politziner is an Investment Advisor Representative (IAR) of Kingsview Asset Management. He is also insurance licensed in the following states. Investment advisory services are offered through Kingsview Asset Management, LLC ("KAM") an investment advisor registered with the Securities and Exchange Commission. The opinions expressed by Norm Politziner are his and my not necessarily reflect those of KAM. NJP Associates may offer clients other financial services/products other than advisory services offered by KAM. Investing in securities involve risk and are not suitable for all investors.

For individual tax or legal advice, please consult your appropriate professional advisor.

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