Beneficiary RMD – Spouse Inherited IRA

Compute RMDs for a spouse inheriting an IRA with options to treat as own.

Inherited IRA Details

Inherited Balance

$

Spouse Age

Decedent's Age at Death

Election

Expected Annual Return

%

Spouse IRA Analysis

RMD Start Age73

First Year RMD$0

Projected Balance at 72$1,074,509

Total RMDs (Ages 73-85)$738,859

Distribution Method

Remain as inherited IRA