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US · RETIREMENT

US retirement withdrawals: IRA, RMD and annuity planning

Keep account growth, required distributions and withdrawal assumptions separate.

Account growth, required distributions and retirement income are different questions. A projected balance does not establish an RMD, and an RMD does not guarantee a sustainable withdrawal.

Use the Traditional IRA calculator or Roth IRA calculator for growth scenarios. Use the RMD calculator only with the applicable official factor. The annuity payout calculator is a mathematical drawdown model, not an insurer quote.

Put the idea into numbers.

Open the rmd calculator