Current Age Current Savings $ Retirement Age Retirement Income (in today's dollars) $ Social Security /Pensions $ Savings Run Out ... Investment Return (yearly, post tax) % Expected Inflation % Calculate (results appear below) Retirement Calculator How to determine the amount of you...
If I roll over 401k or IRA funds into an immediate annuity at age 75, will the annuity payments count as Required Minimum Distributions? Based on your web site calculator, it appears that the annuity payout rates exceed the minimum amounts per the IRS RMD tables. Hersh Stern (ImmediateAnnui...
Some people have more time to take their 2022 RMD. For example, if you turned 72 in 2022, you actually have until April 1, 2023, to take your first RMD. (Use our handy RMD calculator to determine when you have to take your first RMD.) You don't have to wait until April 1, but...
Age 73 as of 12/31/2024 Is sole beneficiary a spouse?:? Check here Beneficiary's birthdate:? Required minimum distribution for 2024 Definitions Calculation notes This calculator has been updated for 2024 to include 'SECURE 2.0' and IRS Notices from 2023. SECURE 2.0 increases the age of Requi...