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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
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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