Retirement taxes

Required minimum distributions: what to organize before withdrawals begin

RMD rules can affect the timing and taxation of retirement-account withdrawals. Start by identifying which accounts are covered and which deadlines apply.

6-minute guideReviewed August 18, 2026Educational guide

The basic rule

The IRS states that owners generally must begin required minimum distributions from traditional IRAs and many employer retirement plans at age 73 under current rules. Covered accounts include traditional IRAs, SEP and SIMPLE IRAs, 401(k), 403(b), 457(b), profit-sharing, and other defined-contribution plans.

Roth IRAs and designated Roth accounts do not require lifetime distributions for the original owner under current IRS guidance, although beneficiary rules can apply after the owner's death.

Why the first-year deadline deserves attention

For many IRAs, the first RMD is due by April 1 of the year after the year the owner reaches the applicable age. Subsequent distributions are generally due by December 31. Delaying the first distribution until the following year can result in two taxable distributions during that calendar year.

Employer-plan timing may differ. Some plans allow a participant who is still working to delay distributions until retirement, but exceptions and the plan's own terms matter. Each account should be verified rather than treated as identical.

Turn the rule into a planning calendar

List every retirement account, its owner, year-end balance, plan administrator, beneficiary, and expected first distribution date. Confirm the calculation and deadline with the custodian, plan administrator, and qualified tax professional.

Then place the expected withdrawals beside Social Security, pensions, other income, charitable plans, and anticipated expenses. The point is not merely to satisfy a deadline; it is to see how required income fits the broader tax and cash-flow picture.

Authoritative sources

Rules and official guidance can change. Review the current source and consult the appropriate professional for your circumstances.

Apply the questions

See how the pieces fit your retirement picture.

Use a clarity session to organize the accounts, income sources, assumptions, and tradeoffs that are specific to you.

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