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SimpleRMD icon

SimpleRMD

SimpleRMD is a trust-and-automation tool that eliminates the annual stress of calculating, tracking, and filing Required Minimum Distributions from IRA accounts. The free calculator uses official IRS life expectancy tables and works without an account.

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Cost / License

  • Freemium (Subscription)
  • Proprietary

Platforms

  • Software as a Service (SaaS)
  • Online
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SimpleRMD information

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription that costs $99 per month + free version with limited functionality.

  • Alternatives

    17 alternatives listed

  • Supported Languages

    • English

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What is SimpleRMD?

SimpleRMD is a trust-and-automation tool that eliminates the annual stress of calculating, tracking, and filing Required Minimum Distributions from IRA accounts. The free calculator uses official IRS life expectancy tables and works without an account. The $99/year paid tier adds saved inputs, multi-account dashboards, deadline reminders, and CPA-ready PDF exports. Built by someone who spent 15+ years personally managing this process for multiple IRAs across several brokerages. Designed for self-managing retirees age 73+ and inherited IRA beneficiaries navigating the SECURE Act's 10-year depletion rule and 2025's enforcement transition under T.D. 10001. Not a brokerage. Not a financial advisor. A calculation and tracking tool, not tax advice.

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