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The amount that is the RMD each year is based on your own life expectancy and the value of the IRA as of the end of the last trading day of the previous year. (It doesn't have anything to do with your age when your mother was 70.)

I remember something about the value of the IRA at the end of the last trading day of the previous year......that is one number in the equation and I can get that. I would just need to know the "number" they use for my life expectancy. Does that change as I get older?

I'm also not sure why you're mentioning July. You can withdraw your RMD at any time during the year -- it doesn't have to be any particular month.

When I filled out all the paperwork for the transfer, I guess I must have specified July as the payment month. I only take one payment a year. Muhlenkamp Fund (MUHLX) is the custodian.

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