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Beneficiary IRA Calculator

Status: Select the status of the beneficiary

No Designated Beneficiary
Individual Non-Spouse Beneficiary
Spouse Beneficiary, No Rollover

Client Born: Enter Client's date of birth as MM/DD/YYYY.

Calculation Year: The year of the calculation. Should allow any year following the year of death plus 1 year

Investment Rate of Return: The estimated rate of return that the IRA account balance will earn in all future years.

Deceased Owner Born: Enter the date of birth of the the deceased owner as MM/DD/YYYY.

Deceased Date of Death: Enter the deceased owner's date of death as MM/DD/YYYY.

Account Value: Enter the account balance as of December 31 of the year prior to the Calculation Year.

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Please correct the following errors:

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