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.

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