Retirement tax questions

Your required minimum withdrawal for 2025 is based on your age and the account balance as of December 31, 2024.  There is a formula you can use to calculate it yourself, but the best place to get the RMD amount is to ask your broker. 

 

Morgan Stanley says they provide the information in their quarterly statements.

https://advisor.morganstanley.com/sana.bao/documents/field/r/ro/romano-catalano-group/understanding-...