Beneficiary Required Minimum Distributions (RMD)

When you are the beneficiary of a retirement plan, specific IRS rules regulate the minimum withdrawals you must take. If you want to simply take your inherited money right now and pay taxes, you can. But if you want to defer taxes as long as possible, there are certain distribution requirements with which you must comply. Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.


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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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Goodwin Schroeder Securities, Inc.
7801 Academy Blvd NE, Building 1 Suite 206
Albuquerque, NM 87109
Phone: 505-797-7447
Toll Free: 800-777-5094
Fax 505-797-7557
Email: sarah@goodwinsecurities.com

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