January 4, 2022

The Joint and Last Survivor Table -Effective 01/01/2022

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The Joint and Last Survivor Table is used to calculate RMDs when the spouse of the account owner is (a) the sole primary beneficiary and (b) is more than 10‐years younger than the account owner. Download the PDF here 2022 Joint and Last Survivor Table

Page 1 of 5 2022 Joint and Last Survivor Table

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

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Maximizing The Accumulation Phase of Retirement

What is the Maximizing The Accumulation Phase of Retirement? The period during which an individual adds to his/her nest egg. The amounts added during the

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Save time with our cheat sheets, fact sheets, checklists & books!

The Joint and Last Survivor Table -Effective 01/01/2022

Learn More

Written By

Denise Appleby

Keep Learning

Wealth Decumulation / Asset Decumulation (Retirement)

Maximizing The Accumulation Phase of Retirement

The Retirement Dictionary was created to provide IRAs and employer retirement plan information in an easy-to-understand manner for individuals at all levels of expertise and to help educate everyone about how retirement plans work.

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Save time with our cheat sheets, fact sheets, checklists & books!

The Joint and Last Survivor Table -Effective 01/01/2022

Learn More

Written By

Denise Appleby

Keep Learning

Wealth Decumulation / Asset Decumulation (Retirement)

Maximizing The Accumulation Phase of Retirement

The Retirement Dictionary was created to provide IRAs and employer retirement plan information in an easy-to-understand manner for individuals at all levels of expertise and to help educate everyone about how retirement plans work.

Get Started

About

Categories

Be among the first to know when

IRA Rules Change

IRA Rules
Change