We are pleased to announce the availability of our new RMD Tax Present Value Estimator workbook.
To determine the present value of future household spending liabilities, the Actuarial Financial Planner (AFP) workbooks require users to estimate annual recurring essential expenses and the expected rates at which those expenses will increase. These expenses include recurring federal and state income taxes. In our post of August 23, 2026, we discussed estimating the present value of future taxes by separately considering recurring annual taxes and non-recurring taxes, such as those associated with future Required Minimum Distributions (RMDs).
