Retirement calculator

Free rmd (required minimum distribution) calculator

Find your required minimum distribution from the prior-year-end balance and the IRS Uniform Lifetime Table divisor — updated live, as you type.

Your figures
RMD (Required Minimum Distribution)
RMD (Required Minimum Distribution)

$20,325

At age 75 with $500,000 balance. Divisor: 24.6.

Results are estimates. Consult a professional.

Definition

What is a required minimum distribution (RMD)?

A required minimum distribution (RMD) is the smallest amount the IRS forces you to withdraw from a tax-deferred retirement account each year once you reach age 73. This RMD calculator finds that figure by dividing your prior-year-end account balance by an IRS life-expectancy divisor — the moment you enter your age and balance, it returns the dollar amount you must take out this year to avoid a penalty.

RMDs exist because traditional IRAs, 401(k)s, 403(b)s and similar accounts grow tax-deferred — you never paid income tax on the contributions or the growth. The government uses the RMD rules to make sure that money is eventually taxed during your lifetime rather than sheltered forever. Roth IRAs have no RMDs for the original owner, and as of 2024 designated Roth 401(k) accounts no longer have lifetime RMDs either.

The minimum you must withdraw each year from a tax-deferred account starting at age 73; you may always take more.
The fair market value of the account on December 31 of the year before the distribution year — the number that goes into the formula.
The life-expectancy factor from the IRS Uniform Lifetime Table that you divide the balance by.
April 1 of the year after you turn 73 — the deadline for your very first RMD only.
Formula

How the RMD is calculated

The RMD formula is a single division: take the account's value on the last day of the prior year and divide by the divisor the IRS assigns to your age. For most retirees the divisor comes from the Uniform Lifetime Table.

RMD = prior-year-end balance ÷ Uniform Lifetime Table divisor
Age 73 divisor = 26.5
Age 75 divisor = 24.6

Under the SECURE 2.0 Act, the starting age is 73 for anyone reaching 72 after December 31, 2022, and it rises to 75 in 2033. You calculate a separate RMD for each tax-deferred account, although IRAs may be aggregated — the total can be withdrawn from any one IRA.

IRS — Retirement topics: Required minimum distributions (RMDs). Confirms age-73 start, December 31 prior-year balance, and the Uniform Lifetime Table.
One exception to the Uniform Lifetime Table: if your sole beneficiary is a spouse more than 10 years younger than you, the IRS Joint Life and Last Survivor Table applies a larger divisor, lowering the RMD. This calculator uses the standard Uniform Lifetime Table that fits most account owners.
Inputs

How to use the RMD calculator

The calculator needs only two inputs, and the result updates live as you type:

  1. Age — your age at the end of the distribution year. The calculator looks up the matching Uniform Lifetime Table divisor (26.5 at 73, 24.6 at 75, and so on).
  2. Account balance — the fair market value of the account on December 31 of the prior year. Use the year-end statement figure, not today's balance.

The result is the dollar amount you must withdraw before the year-end deadline. You can always take more than the RMD; you simply cannot take less. If you own several IRAs, run each balance through and total the results — though the IRS lets you satisfy the combined IRA total from any single IRA.

Worked example

A worked RMD example at age 75

Example: $500,000 traditional IRA at age 75

Linda turned 75 this year. Her traditional IRA was worth $500,000 on December 31 last year. She wants to know the minimum she must withdraw to stay penalty-free.

Step 1 — Find the divisor for her age

The Uniform Lifetime Table divisor at age 75 is 24.6.

Step 2 — Divide the prior-year-end balance

RMD = 500,000 ÷ 24.6
RMD = 20,325.20
$20,325.20 RMD for the year
Linda must withdraw at least $20,325.20 this year — about 4.07% of the balance. The calculator shows the RMD amount and the divisor it used. She can take more if she wants; she just cannot take less.

By contrast, at age 73 the divisor is larger (26.5), so the same $500,000 balance would require only $18,867.92 — proof that the required percentage climbs every year as the divisor shrinks.

Reference

IRS Uniform Lifetime Table divisors and RMD on $500,000

The table below lists the Uniform Lifetime Table divisor for each age the calculator uses, plus the RMD it would produce on a $500,000 balance and the share of the account that represents. The required percentage rises steadily with age.

AgeDivisorRMD on $500,000% of balance
7326.5$18,8683.77%
7524.6$20,3254.07%
8020.2$24,7524.95%
8516.0$31,2506.25%
9012.2$40,9848.20%
958.9$56,18011.24%

Divisors from the IRS Uniform Lifetime Table (2022+, post-SECURE 2.0). RMD figures computed by this calculator on a $500,000 balance.

IRS Publication 590-B, Appendix B — Uniform Lifetime Table (used by most owners to calculate lifetime RMDs).
Deadlines

RMD deadlines and the missed-RMD penalty

Your first RMD has a special deadline: April 1 of the year after you turn 73 (the required beginning date). Every RMD after that — including a second one in that same first year if you delay — is due by December 31. Delaying the first RMD into the following April means taking two distributions in one calendar year, which can push you into a higher tax bracket.

25% excise tax
If you skip an RMD or take too little, SECURE 2.0 imposes a 25% excise tax on the shortfall — down from the old 50%. The penalty drops to 10% if you withdraw the missed amount and file a corrected return within a two-year correction window.
IRS — RMD penalty: 25% excise tax on the amount not distributed, reduced to 10% if corrected within two years.
Gotchas

Common RMD mistakes to avoid

  • Using the current balance instead of last year's. The formula always uses the December 31 prior-year-end value, never today's number.
  • Assuming Roth IRAs need an RMD. Roth IRAs have no RMD during the original owner's lifetime, and Roth 401(k)s lost their lifetime RMD requirement starting in 2024.
  • Forgetting that 401(k)s are not aggregated like IRAs. You can satisfy your total IRA RMD from one IRA, but each employer plan's RMD must come from that plan.
  • Missing the two-distribution trap. Pushing the first RMD to the April 1 deadline forces a second RMD by December 31 of the same year.
  • Overlooking QCDs. A qualified charitable distribution sent directly to charity can count toward your RMD and keep it out of taxable income.
Accuracy

Accuracy, assumptions, and sources

This RMD calculator divides the balance you enter by the IRS Uniform Lifetime Table divisor for your age, matching the standard lifetime-RMD method in IRS Publication 590-B. It assumes you are the account owner using the Uniform Lifetime Table, not an inherited-account beneficiary and not an owner with a much-younger spouse as sole beneficiary. It is an estimate for planning, not tax advice — confirm your exact figure with your plan administrator or a tax professional, and verify the current rules at the IRS links below.

IRS — Retirement topics: Required minimum distributions (RMDs).IRS Publication 590-B — Distributions from Individual Retirement Arrangements (IRAs).
Questions

Frequently asked questions about the free rmd (required minimum distribution) calculator

A RMD (Required Minimum Distribution) calculator is a free online tool that helps you calculate the IRS-required minimum distribution from a retirement account. Applies starting age 73 (SECURE 2.0). Uses IRS Uniform Lifetime Table divisor. It runs entirely in your browser with instant results and no sign-up.
Required minimum distributions begin at age 73 under the SECURE 2.0 Act for anyone who reached 72 after December 31, 2022. The starting age rises to 75 in 2033. Your first RMD is due by April 1 of the year after you turn 73; every RMD after that is due by December 31.
Divide your account balance on December 31 of the prior year by the IRS Uniform Lifetime Table divisor for your age. At age 73 the divisor is 26.5; at age 75 it is 24.6. For a $500,000 balance at 75, the RMD is $500,000 ÷ 24.6 = $20,325.20.
Roth IRAs have no required minimum distributions during the original owner's lifetime. As of 2024, designated Roth 401(k) accounts also no longer have lifetime RMDs, so this calculator applies only to traditional tax-deferred accounts.
SECURE 2.0 charges a 25% excise tax on any amount you failed to withdraw, down from the old 50%. The penalty drops to 10% if you take the missed distribution and file a corrected return within a two-year correction window.
Yes. The RMD is only a minimum — you can always withdraw more. You simply cannot take less without facing the excise tax on the shortfall. Extra withdrawals are still taxed as ordinary income.
About

About this RMD calculator

This RMD calculator finds the required minimum distribution you must take from a tax-deferred retirement account starting at age 73 under SECURE 2.0. It divides the prior-year-end balance you enter by the IRS Uniform Lifetime Table divisor for your age and returns the figure instantly.

It sits alongside our other retirement calculators, and you can browse every tool on the full calculators directory. The result is an estimate for planning, not tax advice.

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