Simple, transparent pricing
Pick the plan that matches how you work.
For your own retirement accounts
Track every IRA you own or inherited, and never guess at a distribution deadline again.
That works out to $12.42 a month.
Features
- Saved inputs — update one number each year
- Multi-account dashboard across brokerages
- Deadline reminders before December 31
- CPA-ready PDF reports
- Inherited IRA support (10-year rule, beneficiary rules)
- Shared access for a spouse, family member, or advisor
Frequently Asked Questions
Is this tax advice?
No. SimpleRMD provides information and automation tools, NOT tax or legal advice. Always verify calculations with your custodian and consult a qualified tax professional.
Which plan do I need?
If you are tracking your own accounts, Personal. If you run distributions for clients on your own, Professional. If more than one advisor works the same book and someone needs oversight across all of it, Firm.
Do you support multiple IRAs?
Yes — every plan tracks as many accounts as you need, including Traditional, Inherited, SEP, and SIMPLE IRAs.
My advisor uses SimpleRMD. Do I pay?
No. If your financial professional gives you a join code, their firm covers your subscription. You keep ownership of your accounts and can revoke their access at any time.
Can I cancel anytime?
Yes, you can cancel anytime through your billing portal. You will retain access until the end of your paid period.
What payment methods do you accept?
We accept all major credit and debit cards through Stripe.