Beneficiary Required Minimum Distributions

If you want to simply take your inherited money right now and pay taxes, you can. But if you want to defer taxes as long as possible, there are certain distribution requirements with which you must comply. Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

Determine your RMD as a beneficiary of a retirement account.

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Beneficiary required minimum distributions

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Plan with Everence

You cannot keep retirement funds in your account indefinitely, and you generally have to start taking withdrawals when you reach a certain age. Contact us to learn more about your options.

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By mail
Everence Financial Corporate Office
1110 N. Main St., PO Box 483
Goshen, IN 46527

By phone
Phone: (800) 348-7468 or (574) 533-9511
Fax: (574) 533-5264
Hours: Monday - Friday 8 a.m. to 5 p.m. (ET)

In person
Feel free to meet one of our financial representatives in person at an office near you. Find your local Everence office.