Inherited, IRA Beneficiary or Stretch IRA Distribution Worksheet

For clients who have inherited assets from other.

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To figure the required minimum distribution that you should be taking, follow these simple steps:

1.  Please enter the value of all of your Inherited IRA's as of 12/31 of the previous year:


2.  Please select your age from the pull-down menu:  


3.  The Required Minimum Distribution for you is approximately:


*This worksheet only works if you are above 70 1/2 years old, and your spouse is within 10 years of your age. If you qualify for a joint minimum distribution, or are younger than 70 1/2 years, or your spouse is over 10 years in difference, give us a call at 800-347-0650 and we'll be happy to assist you!

Koehler Financial recommends that before you finalize your mandatory IRA withdrawals you seek the guidance of our accountant or your own personal accountant.  This work sheet is for informational purposes only and is not guaranteed to its complete accuracy.


Randy Koehler,
Certified Financial Planner
Registered Investment
Advisor Associate