SimpleRMD

automation

https://www.simplermd.com

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About SimpleRMD

Comprehensive overview of features and capabilities

SimpleRMD is an RMD calculation and tracking tool for retirees, beneficiaries, and the professionals who serve them. Calculate required minimum distributions under current SECURE 2.0 rules — including inherited IRAs — track multiple accounts, and export CPA-ready reports. Free calculator, no signup. FEATURES • RMD Calculator: Calculate your required minimum distribution in about two minutes under current SECURE 2.0 rules, including the age-73/75 starting ages. Free, no signup. • Inherited IRA Support: Handles beneficiary RMDs under the post-2019 rules, including the 10-year rule and annual distributions for inherited accounts. • Multi-Account Tracking: Track RMDs across all your IRAs and workplace plans in one place, so nothing slips past December 31. • CPA-Ready Exports: Download clean reports of your calculations and distribution history to hand straight to your tax preparer. • Plain-English Guides: Companion articles explain the rules behind every number: who has to take an RMD, when they start, and how inherited accounts differ.

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https://www.simplermd.com