Retirement calculator
Required Minimum Distribution
We estimate your Required Minimum Distribution by dividing your prior year-end balance by the IRS Uniform Lifetime Table distribution period for your age. RMDs begin at age 73.
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Required Minimum Distribution
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Every visitor who runs the Required Minimum Distribution can be identified — a verified email at minimum, often a full name and postal address — and added to your prospects in ProspectMatch. No form fill required.
The method
How it works
01
If you are under 73, no RMD is required yet.
02
At 73+, we look up your age's distribution period from the IRS Uniform Lifetime Table.
03
Your RMD is the balance divided by that distribution period.
RMD = priorYearEndBalance ÷ distributionPeriod(age), for age ≥ 73.
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