Estimate this year’s Required Minimum Distribution from an IRA you own. This uses the IRS Uniform Lifetime Table, which applies to most account owners.
Read this before relying on the number
- It is an estimate for planning conversations, not tax advice.
- If your sole beneficiary is a spouse more than 10 years younger than you, a different IRS table applies and your RMD is lower.
- Inherited accounts use different rules and tables.
- Workplace plans may calculate RMDs separately for each plan; IRAs can be combined.
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This website is provided by Onesta Wealth Management, LLC, Sacramento, California. It is general education only and is not tax, legal, or individualized investment advice. Tax rules change; please confirm your situation with a qualified tax professional.
Advisory Disclosure: Onesta Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Onesta Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. Full disclosures.