Required Minimum Distribution Calculator
Use our required minimum distribution (RMD) calculator to determine how much money you need to take out of your traditional IRA or 401(k) account this year.
Note: If your spouse is more than ten years younger than you, please review IRS Publication 590-B to calculate your required minimum distribution.
Additional Information on RMDs:
- IRS RMD FAQ Page
- IRS RMD Comparison Chart (IRAs vs Defined Contribution Plans (e.g., 401(k), profit sharing, and 403(b) plans))
- IRS Publication 575 (Pension and Annuity Income) (discusses distributions from defined contribution plans)
- IRS Publication 590 (Distributions from IRAs)
Compound Interest Calculator
See how your invested money can grow over time through the power of compound interest.
More tools to help you save
Check out the background of investment professionals
It’s a great first step toward protecting your money and it only takes a few seconds. Learn more about an investment professional’s background registration status, and more.