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Required Distribution

Estimates the minimum you must withdraw from certain retirement accounts each year.

Interactive inputs coming — use the formula and example below.

Przykład

Factors fall with age, so required amounts rise over time.

Jak używać

  • Use the formula below with your own figures.

Wzór

RMD = balance ÷ life-expectancy factor.

Przykład

Factors fall with age, so required amounts rise over time.

Częste pytania

Why do RMDs exist?

To ensure tax-deferred savings are eventually taxed.

What if I skip one?

Penalties can be steep — plan ahead.

Wskazówki

  • Start early; a decade of compounding is hard to replace.
  • Always capture any employer match in full.
  • Revisit your plan yearly as income changes.

Pojęcia

Nest egg
Total retirement savings.
Drawdown
Withdrawing from a pot over time.
Match
Employer contributions to your plan.