RMD Tax Projection — Donohue Wealth Management

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 applied to the same taxable income base as federal. Use 0 for no state income tax.

Enter in today's dollars — projected forward at the inflation rate.

Social Security — Annual ($) Already-receiving benefit; 85% assumed taxable.

Pension — Annual ($)

Other Taxable Income — Annual ($) Rental income, part-time work, annuity payouts, etc. Treated as ordinary income.

Dollar inputs are in today's dollars and are projected forward at the inflation rate.

Spouse Current Age

Spouse Longevity Age

Spouse Current Pretax Balance ($) Traditional IRA / 401(k) / 403(b)

Spouse Social Security — Annual ($)

Spouse Pension — Annual ($)

Spouse Other Taxable Income — Annual ($) Rental income, part-time work, annuity payouts, etc.