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These mandatory minimum withdrawals are your required minimum distributions (Rods), and we can help you understand what you need to know. Ready to get ...

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How to fill out required minimum distribution rmd

01

Gather all necessary financial information, including the value of all your retirement accounts.

02

Determine your age and the applicable life expectancy factor from the IRS's Uniform Lifetime Table.

03

Calculate your required minimum distribution (RMD) by dividing the value of your retirement accounts by the life expectancy factor.

04

Withdraw the calculated RMD amount from your retirement account(s) by December 31st of each year.

05

Report the RMD amount on your federal income tax return using Form 5498.

06

Consider consulting a financial advisor or tax professional for assistance in navigating the RMD requirements.

Who needs required minimum distribution rmd?

01

Individuals who have traditional 401(k), IRA, SEP IRA, or SIMPLE IRA accounts.

02

Individuals who have reached the age of 72 (or 70½ if born before July 1, 1949).

03

Beneficiaries of inherited retirement accounts.

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