Your score is calculated from your answers and reflects real planning gaps for this life event.

RMD Start Age Readiness Assessment

5 questions · 2 minutes · Personalized score with specific gaps identified

1 of 520% complete

Question 1 of 5

Have you calculated your expected RMD amounts for your birth-year start age (72, 73, or 75)?

Yes — projected and planning around them

Roughly estimated

No — haven't looked at this yet

Large RMDs can significantly affect your tax picture

Already taking RMDs