Calculateur de RMD

Calculez votre distribution minimale requise à partir des IRA traditionnels, des 401(k) et d'autres comptes de retraite en fonction des règles SECURE Act 2.0.

Vos coordonnées

Vos informations

Votre âge de début RMD sera calculé

Détails du compte

$

Utiliser le solde de la fin de l’année précédente

%

Informations sur le conjoint (facultatif)

SECURE Act 2.0 RMD Âges

  • • Né en 1950 ou avant : 72
  • • Nés entre 1951 et 1959 : 73
  • • Né en 1960 ou après : 75 ans

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

Guide d'utilisation complet

Qu'est-ce qu'une distribution minimale requise ?

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.

Comment utiliser cette calculatrice

  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).

Remarques importantes

  • 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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