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RMD Calculator

Compute your Required Minimum Distribution from a Traditional IRA, 401(k), or 403(b). Uses the IRS Uniform Lifetime Table and reflects SECURE 2.0 rules (age 73 or 75 RMD start).

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Required Minimum Distribution (RMD) Calculator
Required Minimum Distribution from a Traditional IRA, 401(k), 403(b), or similar pre-tax account. Uses the IRS Uniform Lifetime Table. SECURE 2.0 sets RMDs to start at age 73 (born 1951–1959) or 75 (born 1960 or later, starting 2033).

$500,000

Age 75

Born 1955 (RMDs start at 73)

This year's RMD

$20,325

IRS distribution factor

24.6

Monthly equivalent

$1,693.77

% of balance

4.07%

RMD penalty: Missing an RMD triggers a 25% penalty on the under-distributed amount (reduced to 10% if corrected within 2 years, down from the pre-SECURE 2.0 50%). File Form 5329 with the IRS to request a waiver if a miss was due to reasonable error.
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📅 $20,325 RMD

Prior year-end balance $500,000 · age 75.

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The Required Minimum Distribution Calculator uses the IRS Uniform Lifetime Table (Publication 590-B) to compute your annual RMD from Traditional IRAs, 401(k)s, 403(b)s, and similar pre-tax accounts. SECURE 2.0 (2022) raised the RMD start age to 73 (born 1951–1959) and 75 (born 1960+, starting in 2033). Missing an RMD triggers a 25% penalty — accurate compliance matters.

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How this calculator works

  1. Enter your account balance as of December 31 of the PRIOR year (the figure on your year-end statement).
  2. Enter your current age. The Uniform Lifetime Table factor changes every year, so the required distribution grows as a % of the balance with age.
  3. Enter your birth year so the calculator picks the right SECURE 2.0 start age (73 if born 1951–1959, 75 if born 1960+).
  4. Read your RMD for the current year. You must take it by December 31 (April 1 of the FIRST RMD year if you defer — but doing so doubles up the first two years).

RMD = balance_prior_year_end / distribution_period_factor

The IRS publishes a Uniform Lifetime Table (Table III in Pub 590-B) that gives a distribution period factor for each age. Divide your prior year-end balance by the factor to get the minimum you must withdraw this year. The factor decreases as you age, so the % you must withdraw grows.

balance_prior_year_end
Account balance on December 31 of the prior year
distribution_period_factor
IRS Uniform Lifetime Table value for your age (Pub 590-B)

Frequently asked questions

Under SECURE 2.0 (2022): age 73 if you were born 1951-1959, age 75 if born 1960 or later (starts 2033). RMDs apply to Traditional IRAs, 401(k)s, 403(b)s, and similar pre-tax retirement accounts. Roth IRAs have no RMDs during the account owner's lifetime.

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Retirement Planner

Planning the years before required distributions start? The Retirement Planner runs the whole drawdown.

Open the Retirement Planner

Free, no signup, runs in your browser. Educational modeling only — not financial advice.

Sources
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National Avg Savings APY — 0.38% (as of May 2026)FDIC National Rates and Rate Caps High-Yield Savings (typical) — 4% (as of May 2026)FDIC National Rates + reported HYSA APY (top online banks) S&P 500 — 10% (as of 2026 (1928–2025 dataset))NYU Stern (Damodaran) — S&P 500 Annual Returns 1928–2025 Total US Stock Market — 9.7% (as of 2026)CRSP US Total Market Index (long-run avg) 10-Year Treasuries — 4.5% (as of May 2026)Federal Reserve FRED — 10-Year Treasury (DGS10) US Real Estate — 4.2% (as of 2026)S&P CoreLogic Case-Shiller US National Home Price Index (FRED) Gold — 7.8% (as of 2026)World Gold Council historical price data Long-run CPI Inflation — 3% (as of 2026)Bureau of Labor Statistics — CPI-U (long-run avg) 30-Year Fixed Mortgage — 6.36% (as of May 2026)Freddie Mac PMMS — 30-Year Fixed Rate Mortgage Average Credit Card APR (avg, accounts assessed interest) — 21.52% (as of May 2026 release (March 2026 data))Federal Reserve G.19 — Consumer Credit Auto Loan (60-month new car, avg) — 7.52% (as of May 2026 release (March 2026 data))Federal Reserve G.19 — Consumer Credit Personal Loan (24-month unsecured, avg) — 11.4% (as of May 2026 release (March 2026 data))Federal Reserve G.19 — Consumer Credit Federal Direct Subsidized/Unsubsidized (Undergrad) — 6.52% (as of AY 2026-27)US Dept of Education — Interest Rates and Fees for Federal Student Loans HELOC (typical introductory rate) — 7.26% (as of May 2026)Bankrate — Current HELOC Rates 12-month CD (top online rate, typical) — 4.1% (as of May 2026)FDIC + reported top online CD rates Mortgage Refinance Closing Costs (typical) — 3% (as of 2026)Freddie Mac — Cost of Refinancing College Tuition Inflation (long-run avg) — 4% (as of AY 2025-26 (Nov 2025 publication))College Board — Trends in College Pricing 2025