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Personal Finance (Not Investing) • Secure Act RMD age by birth year, no info on IRS site

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Thank you! At least Fidelity has the correct information in the RMD calculator, showing distributions starting at age 75 for someone born in 1960 https://digital.fidelity.com/prgw/digital/rmd/#/rmdform . The Schwab RMD calculator still shows distributions starting at age 73, even when a DOB of 1960 is entered.
The distribution factor at 75 should be the same on both. Focus on the factor for age 75.

Cheers

Statistics: Posted by Silk McCue — Sat Aug 24, 2024 6:46 pm — Replies 4 — Views 281



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