Beneficiary Required Minimum Distributions (RMD)

The year to calculate the Required Minimum Distribution. This is typically the current year.

Enter the beneficiary's name if you would like it to appear on the report

Enter the account owner's name if you would like it to appear on the report

Please enter the name of the account for this analysis

Enter the beneficiary's birthdate. This is used for calculating life expectancy.

Expected annual growth rate for future projections

Fair market value as of December 31st of the previous year. For example, to determine the RMD for 2020 the account balance on 12/31/2019 would be used.

Please enter the date of the original account owner's death

The plan type can affect distributions if the account owner is younger than the beneficiary and RMDs have already begun

Please enter the original account owner's birthdate