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Required Minimum Distribution Calculator

Calculate IRS RMD for retirement accounts based on SECURE Act 2.0 rules and age factors.

Account Details

Determines RMD start age under SECURE Act 2.0

RMD Calculation

Account Balance$$500000.00
Distribution Period Factor26.5
Your Age73
Required Minimum Distribution$$18867.92

Tax & Penalty Analysis

Tax on RMD (22%)
$$4150.94
Net After Tax
$$14716.98
Missed RMD Penalty (25%)
$$4716.98
Corrected Penalty (10%)
$$1886.79

5-Year RMD Projection

Age 73
Factor: 26.5
RMD: $$18867.92
Remaining: $$481132.08
Age 74
Factor: 25.5
RMD: $$18867.92
Remaining: $$462264.15
Age 75
Factor: 24.6
RMD: $$18791.23
Remaining: $$443472.93
Age 76
Factor: 23.7
RMD: $$18711.94
Remaining: $$424760.99
Age 77
Factor: 22.8
RMD: $$18629.87
Remaining: $$406131.12

RMD Required This Year

At age 73 (born 1950), RMD starts at age 73 per SECURE Act 2.0. Take $$18867.92 by December 31 to avoid 25% penalty. First RMD can be delayed until April 1 of following year.

SECURE Act 2.0 RMD Ages

Born before 1950: RMD at 72 (already in effect). Born 1950-1959: RMD at 73. Born 1960+: RMD at 75. No RMD for Roth IRAs during owner's lifetime. RMDs for inherited accounts follow 10-year rule (except eligible designated beneficiaries).

Key Rules & Tips

Deadline: December 31 each year (first RMD: April 1 following year). Penalty: 25% of missed RMD (10% if corrected timely). Aggregate RMDs: Can combine multiple IRAs, take from one. QCD: Qualified Charitable Distribution up to $105K satisfies RMD tax-free. Still working exception: 401(k) RMD delayed if still employed (not IRAs).
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