Financial Calculators

We provide a variety of financial calculators to assist you in understanding your financial needs and how you can address them using various financial and investment plans.

Retirement Savings and Planning

Beneficiary Required Minimum Distributions (RMD) - Future Projection

When you are the beneficiary of a retirement plan, specific IRS rules regulate the minimum withdrawals you must take. The SECURE Act of 2019 allows 'Eligible Designated Beneficiaries' to have Required Minimum Distributions (RMD) through their expected lifetime. Designated eligible beneficiaries are a surviving spouse, a child of the account owner (but generally only until they are 18, at that point the 10 year rule begins) or a chronically ill individual. For more information please see Modification of Required Distribution Rules for Designated Beneficiaries.


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. When you access one of these sites, you are leaving www.lincolninvestment.com and assume total responsibility for your use of the sites you are visiting.