Template:Results IRA Required Minimum Distribution - RMD

From Vital Soft Wiki
Jump to: navigation, search

Date: 05/20/2024                IRA - Required Minimum Distribution                    Page:    1
Time: 1:07 PM                  RMD using 2024 Life Expectancy Table
 
    Account      SSN      Member Name                     Birth Date    Age
 
        600  544-74-3017  EDDIE MURPHY                    08-01-1950      73
 
        Plan #:      1  Desc: IRA   SFX: 40         Balance:       1,130.31
        Plan #:      1  Desc: 12I   SFX: 43         Balance:      50,968.60
 
                                                    Total:        52,098.91   RMD:       4,407.69
 
        601  258-62-3100  BRENDA BROWN                    12-25-1946      77
 
        Plan #:      1  Desc: IRA   SFX: 40         Balance:       1,130.31
        Plan #:      1  Desc: 12I   SFX: 43         Balance:       8,154.98
 
                                                    Total:         9,285.29   RMD:         978.43
 
        602  544-74-3018  ROBIN WILLIAMS                  08-02-1950      73
 
        Plan #:      1  Desc: IRA   SFX: 40         Balance:         565.15
        Plan #:      1  Desc: 12I   SFX: 43         Balance:         510.50
 
                                                    Total:         1,075.65   RMD:          91.00
 
        603  258-62-3101  JACK JONES                      02-02-1950      74
 
        Plan #:      1  Desc: IRA   SFX: 40         Balance:       2,260.54
        Plan #:      1  Desc: 12I   SFX: 43         Balance:       1,000.00
 
                                                    Total:         3,260.54   RMD:         290.86