Inherited RMD Question

With the new regs about the Secure Act saying RMDs are required in years 1-9 for those that had started RMDs already, do we know what the RMD distribution percentage is annually in years 1-9?



Same as what stretch RMDs would have been pre Secure. In other words, the attained age of the beneficiary in the year following the owners death is the first divisor, and is then reduced by 1.0 for each year thereafter except in the case of a sole surviving spouse where the divisor is recalculated each year (no 1.0 reduction).

Add new comment

Log in or register to post comments