Get Morningstar’s essential reading for financial professionals in Advisor Digest. This month inaugurates not only a new year, but a new set of IRS actuarial tables for determining our clients' ...
Using the modified tables should be generally straightforward for most account owners, although there are a couple of situations that may be trickier this year. One of those instances involves anyone ...
Good news--the IRS is giving us all a little more life expectancy. The IRS has just issued revised life expectancy tables for use in calculating required minimum distributions. Apparently, Americans ...
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