حاسبة RMD

احسب الحد الأدنى للتوزيع المطلوب من حسابات IRA التقليدية و401(ك) وحسابات التقاعد الأخرى بناءً على قواعد قانون SECURE Act 2.0.

التفاصيل الخاصة بك

المعلومات الخاصة بك

سيتم حساب عمر بدء RMD الخاص بك

تفاصيل الحساب

$

استخدم الرصيد من نهاية العام السابق

%

معلومات الزوج (اختياري)

القانون الآمن 2.0 RMD الأعمار

  • • مواليد 1950 أو قبل ذلك: 72
  • • مواليد 1951-1959: 73
  • • مواليد 1960 وما بعدها: 75

Enter your birth year, account balance, and details to see your required minimum distribution and year-by-year schedule.

دليل المستخدم الكامل

ما هو الحد الأدنى المطلوب للتوزيع؟

An RMD is the minimum amount you must withdraw from tax-deferred retirement accounts (Traditional IRA, 401(k), 403(b), SEP IRA, SIMPLE IRA) each year once you reach the required age. The IRS requires this so you pay taxes on tax-deferred savings. Roth IRAs do not require RMDs during your lifetime.

What Your Results Mean

Current Year RMD & Distribution Period

The amount you must withdraw this year. The distribution period is your life expectancy factor from the IRS Uniform Lifetime Table (balance ÷ factor = RMD).

Year-by-Year Schedule

Projected RMDs and account balance over time. Before your RMD start age, no RMD is required; after that, RMD and growth are applied each year.

كيفية استخدام هذه الآلة الحاسبة

  1. Enter your birth year (RMD start age is set by SECURE Act 2.0: 72 / 73 / 75)
  2. Select account type and enter prior year-end balance
  3. Set expected annual return for projections. Optionally add spouse as sole beneficiary.
  4. Click Calculate to see your RMD and schedule.

Formulas & SECURE Act 2.0

RMD = Prior year-end balance ÷ life expectancy factor (IRS Uniform Lifetime Table). SECURE Act 2.0: Born 1950 or earlier start at 72; 1951–1959 at 73; 1960+ at 75. Deadline: December 31 each year (first RMD can delay to April 1 of next year, but then two RMDs that year).

Missing an RMD: 25%% excise tax on the shortfall (may be reduced to 10%% if corrected promptly).

ملاحظات هامة

  • Multiple IRAs: Calculate RMD per IRA, but you may take the total from any one or combination. 401(k)s must be taken from each plan separately.
  • For education only. Not tax or legal advice.

Tips

You can withdraw more than your RMD; the excess does not count toward future years. Estimated tax in the results assumes a 22%% rate; your actual rate may differ. Consider QCDs (qualified charitable distributions) if you are 70½+ to satisfy RMD with tax-free gifts.

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