RMD Tax Projection

Hypothetical Lifetime Federal, State & Medicare Tax Estimates

Tax Projection

Projects annual and cumulative tax burden from the first RMD year through your longevity age.

Your Current Age

Longevity Age

Filing Status

Current Pretax Balance

Combined Traditional IRA / 401(k) / 403(b) balance

Pretax Growth Rate (%)

State Income Tax Rate (%)

Flat rate on the same taxable income base as federal. Use 0 for no state income tax.

Enter in today's dollars · projected forward at 2.5% inflation.

Social Security · Annual

Already-receiving benefit; 85% assumed taxable.

Pension · Annual

Other Taxable Income · Annual

Rental income, part-time work, annuity payouts, etc.

Total Projected Tax

—

RMDs Begin

—

Peak Tax Year (Annual)

—

Cumulative Tax Over Time

Federal, state & IRMAA · first RMD year through longevity age

Results are hypothetical estimates based on the assumptions shown. Not a substitute for personalized tax advice.

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