Do you account for Required Minimum Distributions (RMDs)? : MaxiFi Learning Center

Do you account for Required Minimum Distributions (RMDs)? Print

Modified on: Thu, 28 Oct, 2021 at 6:28 AM

Required Minimum Distributions (RMDs) are calculated for non-Roth accounts and imposed in cases where you indicate that smooth withdrawals should begin later than age 72. If you indicate a “special withdrawal” that is lower than the RMD, the RMD will be used instead.

For a fuller discussion of RMD vs Smooth Withdrawals, see: RMD vs Smooth Withdrawals

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Do you account for Required Minimum Distributions (RMDs)? Print

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