RMDs & QCDs - Taffrail

RMDs & QCDs

Next Question

Are you still working for the company sponsoring the 401(k)?

Assumptions

This is for your 401(k)

Calculate RMD for 2024

Born 1952 or later

References & Sources

Consolidated Appropriations Act, 2023
Retirement Plans FAQs regarding Required Minimum Distributions

irs.gov/retirement-plans/retirement-plans-faqs-regarding-required-minimum-distributions
What Is a Required Minimum Distribution (RMD)?

investopedia.com/terms/r/requiredminimumdistribution.asp
Retirement Topics: Required Minimum Distributions (RMDs)

irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds
Calculate Required Minimum Distribution

irs.gov/retirement-plans/plan-participant-employee/required-minimum-distribution-worksheets

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