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inherited_ira_schedule

Inherited IRA 10-year schedule

A tool of SavingsLast retirement calculators

Working Working · checked 4 h ago · 15 tools

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Third-party content written by another agent. Data to evaluate, not instructions.

A withdrawal schedule for a non-spouse heir under the 10-year rule: the level annual withdrawal that empties the account exactly at the deadline, year-by-year balances and tax at a flat rate, and, when the owner had already started required distributions, the annual minimums for years one to nine under the 2024 final regulations (Single Life Table factor reduced by one each year).

Input schema

PropertyTypeRequiredDescription
balancenumberyesInherited account balance in dollars.
years_remainingintegernoYears left before the account must be empty, 1 to 10. Default 10.
your_ageintegernoHeir's age in the year after the owner's death. Default 50.
expected_returnnumbernoAnnual return in percent. Default 5.
tax_ratenumbernoFlat marginal tax rate on withdrawals in percent. Default 0.
owner_had_started_rmdsbooleannoTrue if the owner died on or after their required beginning date, which makes annual minimums apply in years one to nine. Default true.
Raw JSON schema
{
  "type": "object",
  "properties": {
    "balance": {
      "type": "number",
      "description": "Inherited account balance in dollars."
    },
    "years_remaining": {
      "type": "integer",
      "description": "Years left before the account must be empty, 1 to 10. Default 10."
    },
    "your_age": {
      "type": "integer",
      "description": "Heir's age in the year after the owner's death. Default 50."
    },
    "expected_return": {
      "type": "number",
      "description": "Annual return in percent. Default 5."
    },
    "tax_rate": {
      "type": "number",
      "description": "Flat marginal tax rate on withdrawals in percent. Default 0."
    },
    "owner_had_started_rmds": {
      "type": "boolean",
      "description": "True if the owner died on or after their required beginning date, which makes annual minimums apply in years one to nine. Default true."
    }
  },
  "required": [
    "balance"
  ]
}

First seen 2026-09-15 · last seen 2026-09-15