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Chad M Winn, Financial Advisor

Retirement and investing

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4703 E Camp Lowell Dr, Ste 135
Tucson, AZ 85712
  • Phone:
    520-903-6807
  • E-mail address: cwinn@wradvisors.com
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Retirement and investing

Printed from: www.ChadWinn.wrfa.com
  • Tucson
  • 4703 E Camp Lowell Dr, Ste 135, Tucson, AZ 85712
  • 520-903-6807 | cwinn@wradvisors.com

Required Minimum Distributions

How Much Money Are You Required to Withdraw this Year?

Many retirement plans require that you begin taking minimum distributions after you reach age 70 ½.

Use this calculator to help estimate how much your Required Minimum Distribution (RMD) would be this year based on your age and the value of all your retirement accounts as of December 31 last year.

Your Results

Based on the information you provided, the estimated required minimum distribution is shown below.

Your age this year: 00
Your current account(s) value as of last December 31: $0.00
Your life expectancy factor: 0.00
Your estimated required minimum distribution: $0.00

Required minimum distributions generally must begin no later than April 1 of the year following the year in which you turn 70½. They must be taken by December 31 of each year thereafter.

This calculator uses the factors from the IRS's Uniform Lifetime Table. If your spouse is your sole beneficiary and is more than 10 years younger than you, an alternate calculation, which may result in lower RMD amounts, should be used.

This chart shows the portion of your account(s) that you would be required to withdraw this year based on the information you provided.

Required Minimum Distribution

 

This calculator is intended only to provide an estimate of your RMD. Your actual RMD may be affected by additional factors, including but not limited to the type of retirement plan and whether you are retired, that can affect your actual RMD.

This hypothetical example is used for illustrative purposes only. Actual results will vary.

The information in this calculator is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

This material was written and prepared by Emerald Connect, LLC.
© 2018 Emerald Connect, LLC. All Rights Reserved.

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Contact Us

4703 E Camp Lowell Dr, Ste 135
Tucson, AZ 85712
  • Phone:
    520-903-6807
  • E-mail address: cwinn@wradvisors.com
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  • Home
  • About Us
    • My Qualifications
    • Value Proposition Statement
    • My Process
    • Understanding Your Goals
    • My Services
    • It's Never Too Late for a Second Opinion
    • Our Associates
    • Tell A Friend
    • Access Your Account
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quote
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolio
  • Request A Quote
    • Long-Term Care Insurance
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.

Investment and Insurance products offered through Waddell & Reed, Inc.: Not FDIC/NCUA Insured • No Bank Guarantee • May Lose Value

The information on this site is for general informational and educational purposes only and is not to be considered an individualized recommendation or personalized investment advice. Please consult a professional prior to making financial decisions and keep in mind that investing involves risk including the potential to lose principal.

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