CatherineR
Employee Tax Expert

Get your taxes done using TurboTax

 

Kjmkimball  Good day to you.
 
 
 
 

  Great job saving for retirement and now you want to make it last longer to possibly cover a spouse.  While the tax impacts should not be the only determination for marriage, here is a resource from the IRS that discusses RMD when a spouse is 10 years younger or more:

IRS RMD calculation

I would also recommend discussing this situation with a financial planner or attorney as part of your estate plans.  Best wishes on the decisions ahead! 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"