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2015 Boundary St.
Suite #334
Beaufort, SC 29902
Phone: (843) 524-6954
Fax: (843) 524-6955
jiacopelli @capstonebeaufort.com
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  • 57% of U.S. workers have saved less than $25,000 for retirement.* -- *2015 Retirement Confidence Survey, EBRI
  • Only 48% of Americans know how much money to save for retirement.* -- *2015 Retirement Confidence Survey EBRI
  • 50% of retirees left the workforce earlier than planned.* -- *2015 Retirement Confidence Survey EBRI
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Printed from: www.capstonebeaufort.com
  • Capstone Insurance
    Joel P. Iacopelli
  • 2015 Boundary St.Suite #334, Beaufort, SC 29902
  • (843) 524-6954 | jiacopelli@capstonebeaufort.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.
© 2019 Emerald Connect, LLC. All Rights Reserved.

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Contact Us

2015 Boundary St.
Suite #334
Beaufort, SC 29902
Phone: (843) 524-6954
Fax: (843) 524-6955
jiacopelli @capstonebeaufort.com
Map and Directions

Licensed to sell insurance in the following jurisdiction(s) Georgia, South Carolina, North Carolina, Connecticut and New York. I cannot communicate with, nor respond to requests from, users who reside in jurisdictions where I am not licensed to conduct insurance. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. *Group products and Individual Health Insurance, Dental, Vision and full line of supplement insruance plans are not offered through MassMutal but may be offered through other fine compaines.

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