Beneficiary Required Minimum Distributions (RMD) - Advanced Options

When you are the beneficiary of a retirement plan, specific IRS rules regulate the minimum withdrawals you must take. Use this calculator to determine your Required Minimum Distribution (RMD) for beneficiaries including spouses, non-spouses and Eligible Designated Beneficiaries including chronically ill individuals and non-adult children.

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Please note that the information contained herein is general in nature, has been obtained from various sources believed to be reliable and is subject to changes in the Internal Revenue Code, as well as other areas of law. It is intended to offer factual and up-to-date information. However, information is subject to change without notice. We make no representation or warranty of any kind, express or implied, including but not limited to, warranties of accuracy, completeness or fitness for a particular purpose, with regard to the data herein, and will not be liable for any damages, losses or costs incurred as a result of reliance hereon.

This Beneficiary Required Minimum Distributions (RMD) - Advanced Options Calculator is designed to educate and inform and is for illustrative purposes only. It is not intended to provide investment, legal, accounting or tax advice. It is not a substitute for, or provided in the context of, developing a comprehensive financial plan and it should not be relied upon as your sole or primary means for making planning or investment decisions. Nothing produced by the Beneficiary Required Minimum Distributions (RMD) - Advanced Options Calculator should be construed as a recommendation of or solicitation for any particular product , security or service. You should contact your attorney or tax adviser regarding your specific legal or tax situation prior to taking any action based on the information provided.

This Beneficiary Required Minimum Distributions (RMD) - Advanced Options Calculator is part of the brokerage services that Oppenheimer & Co Inc provides to its brokerage customers and does not constitute advisory or financial planning services. If you select one or more of the advisory services offered by Oppenheimer & Co Inc or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity. If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co Inc website, www.opco.com or call the branch manager of the office that services your account, for further information regarding the differences between brokerage and advisory products and services.