{"title":"根据2019年《安全法案》所需的最低分发电子表格计算器","authors":"Tom Arnold, J. Earl, C. Marshall","doi":"10.3905/jwm.2022.1.177","DOIUrl":null,"url":null,"abstract":"The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 made significant changes to the required minimum distribution (RMD) schedule for individual retirement accounts and defined contribution retirement plans. Microsoft Excel spreadsheet calculators are developed to calculate annual RMD cash flows throughout retirement for those who are retired and for those who are planning to retire. Unlike internet calculators, the spreadsheet calculators allow savings to earn monthly interest throughout retirement. Further, the calculators are easy to use and allow individuals to forecast long horizon RMD distributions for subsequent tax or reinvestment planning purposes.","PeriodicalId":39998,"journal":{"name":"Journal of Wealth Management","volume":"25 1","pages":"9 - 14"},"PeriodicalIF":0.0000,"publicationDate":"2022-07-22","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"1","resultStr":"{\"title\":\"Required Minimum Distribution Spreadsheet Calculators Based on the SECURE Act of 2019\",\"authors\":\"Tom Arnold, J. Earl, C. Marshall\",\"doi\":\"10.3905/jwm.2022.1.177\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 made significant changes to the required minimum distribution (RMD) schedule for individual retirement accounts and defined contribution retirement plans. Microsoft Excel spreadsheet calculators are developed to calculate annual RMD cash flows throughout retirement for those who are retired and for those who are planning to retire. Unlike internet calculators, the spreadsheet calculators allow savings to earn monthly interest throughout retirement. Further, the calculators are easy to use and allow individuals to forecast long horizon RMD distributions for subsequent tax or reinvestment planning purposes.\",\"PeriodicalId\":39998,\"journal\":{\"name\":\"Journal of Wealth Management\",\"volume\":\"25 1\",\"pages\":\"9 - 14\"},\"PeriodicalIF\":0.0000,\"publicationDate\":\"2022-07-22\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"1\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Journal of Wealth Management\",\"FirstCategoryId\":\"1085\",\"ListUrlMain\":\"https://doi.org/10.3905/jwm.2022.1.177\",\"RegionNum\":0,\"RegionCategory\":null,\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"\",\"JCRName\":\"\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Journal of Wealth Management","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.3905/jwm.2022.1.177","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"","JCRName":"","Score":null,"Total":0}
Required Minimum Distribution Spreadsheet Calculators Based on the SECURE Act of 2019
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 made significant changes to the required minimum distribution (RMD) schedule for individual retirement accounts and defined contribution retirement plans. Microsoft Excel spreadsheet calculators are developed to calculate annual RMD cash flows throughout retirement for those who are retired and for those who are planning to retire. Unlike internet calculators, the spreadsheet calculators allow savings to earn monthly interest throughout retirement. Further, the calculators are easy to use and allow individuals to forecast long horizon RMD distributions for subsequent tax or reinvestment planning purposes.
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