RMD Projection Calculator

$
$
%
Submit

Tax Information

Married Filing Jointly
Single
Marginal Federal Tax Brackets
Effective Federal Tax Brackets
Taxes Payable

Introduction

Common questions surrounding retirement accounts include…

  1. What will my required minimum distribution be in retirement?
  2. What taxes will I owe on my required minimum distributions?
  3. Will I actually be in a lower tax bracket in retirement?

Most investors assume they will be in a lower tax bracket in retirement and may underestimate the future value of their retirement accounts. Whether you need the income from traditional retirement accounts or not, at age 73, you are mandated to take a required minimum distribution (RMD). Let’s examine how much that distribution will be and what taxes you may owe on it. Are you utilizing all the different retirement solutions to optimize your tax efficiency for retirement success?

Important: The projected tax rates in the RMD projection calculator do not include other potential sources of income. Please reference our blog titled “What is Your 401K Really Worth?” for additional insight. This calculator is just one piece of a large puzzle, and is not intended to replace the experience and guidance of a trained Financial Professional.

Contact Us

A Concentrum Financial Advisor can be instrumental for you to determine the best course of action for your unique situation.

Contact us today to learn more about our FIT Process and to see if we might be a good fit for you.

CONTACT US

Office: 408.840.4030

Toll Free: 855.306.8390

Fax: 408.840.4031

353 Piercy Road, San Jose, CA 95138

Map and Directions

Why Concentrum?

At Concentrum we take a strategic, holistic approach to building relationships and managing wealth – as we strive to always be there for you and continually provide comprehensive financial solutions.

Ready to Get Started? Click Here

About

Services

Process

Concentrum financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Concentrum office for information and availability.

Concentrum Wealth Management is a Registered Investment Adviser and does not provide tax or legal advice. Advisory services are only offered to clients or prospective clients where Concentrum Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Concentrum Wealth Management unless a client service agreement is in place. Please contact your financial, legal, or accounting professional to determine what may be appropriate for your personal situation.