RMD Calculator

Calculate your Required Minimum Distribution (RMD) from retirement accounts.

Annual RMD

$18,868

Taxable withdrawal

Distribution factor

26.5

Monthly equivalent

$1,572

% of balance

3.8%

Calculation

$500,000 ÷ 26.5

= $18,868 per year

RMD over time

37.023,98527.767,98918.511,9939255,9960

Projected balance

571.717,188428.787,891285.858,594142.929,2970

RMD schedule

AgeFactorRMDBalance
7326.5$18,868$500,000
7425.5$19,811$505,189
7524.6$20,717$509,646
7623.7$21,661$513,375
7722.9$22,546$516,300
7822.0$23,566$518,441
7921.1$24,627$519,620
8020.2$25,730$519,743
8119.4$26,738$518,714
8218.5$27,923$516,575
8317.7$28,988$513,084
8416.8$30,256$508,301
8516.0$31,372$501,948
8615.2$32,507$494,105
8714.4$33,658$484,678

What are RMDs?

Required Minimum Distributions are mandatory withdrawals from tax-deferred retirement accounts that must begin at a certain age.

RMD rules

RMDs must be taken annually starting at age 73 (SECURE 2.0 Act). The amount is based on your December 31 balance of the previous year divided by a life expectancy factor.

Penalties

If you don't take your RMD, there's a 25% penalty on the amount not withdrawn (reduced from previous 50%). The penalty can be reduced to 10% if corrected timely.