Life Planning Calculator

To estimate your Life Plan, enter an initial deposit and/or monthly deposits to calculate your future savings value.

Initial Deposit
$
Monthly Deposit
$
Growth Rate
   % per year
Years
  
Future Value*
$
*Based on Monthly Compounding.

Beneficiary Required Minimum Distributions

When you are the beneficiary of a retirement plan, specific IRS rules regulate the minimum withdrawals you must take. If you want to simply take your inherited money right now and pay taxes, you can. But if you want to defer taxes as long as possible, there are certain distribution requirements with which you must comply. Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.


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