Beneficiary RMD – Non-spouse

Compute RMDs for non-spouse beneficiaries under the SECURE Act 10-year rule.

Non-Spouse Beneficiary Details

Inherited Account Balance

$

Beneficiary Age

Decedent Had Reached RMD Age?

Expected Annual Return

%

10-Year Distribution Schedule

Year 1 RMD$40,000.00

Total Over 10 Years$527,231.80

Average Annual RMD$52,723.18

Distribution Schedule

Year 1$40,000

Year 2$42,400

Year 3$44,944

Year 4$47,641

Year 5$50,499

Year 6$53,529

Year 7$56,741

Year 8$60,145

Year 9$63,754

Year 10$67,579