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Required Minimum Distributions

Required Minimum Distribution (RMD) Planners

Approaching age 70½? Are you already in required distribution status? These tools will help you understand the implications of the federal required minimum distribution (RMD) rules and calculate withdrawals that meet the RMD requirements.

Distribution Calculator
The RMD Calculator is designed to calculate required distributions.
Beneficiary Planners
Are you an IRA beneficiary? Don't miss out on the significant tax-deferral options available to IRA beneficiaries. These tools will help you identify your IRA withdrawal options, project future payments, and calculate required beneficiary distributions.
Beneficiary Payout Calculator
The RMD Calculator is designed to assist beneficiaries of deceased IRA holders in calculating required distributions from the decedent's IRA.

If an IRA beneficiary is receiving distributions over a 5 year period, they may waive the distribution for 2009, effectively extending the distribution over a 6 year period.

If you have questions, please contact a Star One Phone Representative at (408) 543-5202 or (866) 543-5202.


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