RMD Calculator

Estimate your Required Minimum Distribution. This free RMD calculator uses the IRS Uniform Lifetime Table — enter your account balance and age to see how much you must withdraw this year.

Your account
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Under current US rules (SECURE 2.0), RMDs generally begin at age 73.

Required minimum distribution
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Enter your balance and age
Monthly equivalent
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Distribution factor
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% of balance
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Account balance
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Estimate only, based on the IRS Uniform Lifetime Table. Rules and ages change with legislation — confirm with your plan administrator or a tax professional.

How RMD Calculator Works

A Required Minimum Distribution (RMD) is the minimum amount owners of certain retirement accounts must withdraw each year once they reach the applicable age. This free RMD calculator estimates that amount from your account balance and age using the IRS Uniform Lifetime Table.

Formula: RMD = Account Balance ÷ Distribution Factor. The distribution factor isn't entered directly — it's looked up from the IRS Uniform Lifetime Table based on your age this year (for example, the table factor is larger at younger qualifying ages and shrinks as age increases), then the account balance is divided by that factor to get the required withdrawal.

  • Account balance — your retirement account's value as of December 31 of the prior year
  • Age this year — your age, used to look up the distribution period on the IRS Uniform Lifetime Table
  • Distribution factor — the life-expectancy divisor from the table that corresponds to your age
  • Required minimum distribution — your account balance divided by the distribution factor

Example Scenarios

AgeAccount BalanceDistribution FactorRMD
73$500,00026.5$18,868
75$500,00024.6$20,325
80$300,00020.2$14,851
85$250,00016.0$15,625
90$200,00012.2$16,393

Distribution factors come from the IRS Uniform Lifetime Table used by this calculator; the starting age and table itself can change with future legislation, so treat these figures as illustrative and confirm your own with a plan administrator or tax professional.

RMD Calculator FAQ

At what age do I need to start taking RMDs?Under current U.S. rules, RMDs generally begin around age 73, but the exact starting age has been changed by legislation before and could change again. Confirm your specific required beginning date with your plan administrator or a tax professional.
What table does this calculator use to determine my distribution factor?It uses the IRS Uniform Lifetime Table, the standard table most account owners use to calculate RMDs. A different table applies in certain cases, such as when a spouse who is more than 10 years younger is the sole beneficiary, which this calculator doesn't account for.
What balance should I use — my current balance or last year's year-end balance?RMD calculations are based on your account's value as of December 31 of the prior year, not today's balance. Enter that prior year-end figure for an accurate estimate rather than your current running balance.
What happens if I don't take my full RMD?Missing all or part of your RMD can trigger a tax penalty from the IRS on the amount not withdrawn in time. If you've missed a distribution, a tax professional can advise on correcting it and whether the penalty can be reduced or waived.
Do Roth IRAs require RMDs?Roth IRAs generally aren't subject to RMDs during the original owner's lifetime, unlike traditional IRAs and most employer retirement plans. Rules can differ for inherited Roth accounts or employer-sponsored Roth accounts, so verify the specifics for your situation.
Does this calculator apply to inherited retirement accounts?No — inherited accounts generally follow different distribution rules and tables than an account you own yourself, and this calculator is built around the Uniform Lifetime Table used for your own accounts. Consult a tax professional for inherited account rules.

Related Calculators

Planning your broader retirement withdrawal strategy? Pair this with the savings withdrawal calculator to model other account drawdowns, the Roth IRA calculator to compare tax-free growth, or the 401k calculator to see how your balance got here.

Use this free RMD calculator to estimate your Required Minimum Distribution from a retirement account. Enter your account balance and age to see the amount you must withdraw this year, based on the IRS Uniform Lifetime Table.

What this RMD calculator shows you

An RMD calculator estimates your Required Minimum Distribution — the minimum you must withdraw each year from a tax-deferred retirement account once you reach the required age. Enter your prior year-end balance and your age, and it returns your annual RMD, the monthly equivalent and the IRS distribution factor used.

RMDs exist because tax-deferred accounts like traditional IRAs and 401(k)s can’t grow untaxed forever — eventually the IRS requires withdrawals so the money becomes taxable.

How RMDs are calculated

RMD = Account balance ÷ Distribution factor

The distribution factor comes from the IRS Uniform Lifetime Table and depends on your age — it shrinks each year, so your required percentage rises with age. For example, a $500,000 balance at age 75 (factor 24.6) gives an RMD of about $20,325.

How to use the RMD calculator

  1. Enter your account balance. Use the balance as of December 31 of last year.
  2. Enter your age this year. The calculator looks up the right IRS factor.
  3. Read your result. Your required annual and monthly withdrawal appear instantly.

When do RMDs start?

Under current US rules (the SECURE 2.0 Act), RMDs generally begin at age 73, and the starting age is scheduled to rise to 75 in 2033. RMDs apply to traditional IRAs and most workplace plans, but not to Roth IRAs during the original owner’s lifetime. Missing an RMD can trigger a significant penalty.

RMD terms glossary

Term What it means
RMD Required Minimum Distribution — the minimum yearly withdrawal.
Distribution factor An IRS life-expectancy figure you divide your balance by.
Uniform Lifetime Table The IRS table most account owners use for RMDs.
Tax-deferred account An account like a traditional IRA or 401(k) taxed on withdrawal.
Roth IRA A retirement account with no RMDs for the original owner.

RMD Calculator FAQ

How is an RMD calculated?

Divide your retirement account balance (as of December 31 last year) by the IRS distribution factor for your age. A $500,000 balance at age 75, with a factor of 24.6, gives an RMD of about $20,325.

At what age do RMDs start?

Under the current US SECURE 2.0 rules, RMDs generally begin at age 73, scheduled to rise to 75 in 2033. They apply to traditional IRAs and most workplace plans.

Do Roth IRAs have RMDs?

No. Roth IRAs have no required minimum distributions during the original owner's lifetime, which is one of their key advantages.

What happens if I miss an RMD?

Failing to take a required distribution can trigger a substantial IRS penalty on the amount you should have withdrawn, though it may be reduced if corrected promptly. Take RMDs on time to avoid it.

Which IRS table does this use?

It uses the IRS Uniform Lifetime Table, which applies to most account owners. A different table is used in certain cases, such as when your sole beneficiary is a spouse more than 10 years younger.

Is the RMD calculator free to use?

Yes, this RMD calculator is completely free, needs no sign-up, and gives instant results directly in your browser.

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