Beneficiary Required Minimum Distributions

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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Schneider Downs Wealth Management Advisors, LP (SD Wealth Management) is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As a registered investment advisor, SD Wealth Management and its employees are subject to various rules, filings and requirements. In addition, SD Wealth Management may only transact business in states in which it is registered or in states which we qualify for an exemption or exclusion from the registration requirements.
 
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