Uniform Lifetime Table
This is equal to the joint and last survivor life expectancy for the employee and a hypothetical beneficiary 10 years younger. |
Applicable to RMDs for 2022 and after |
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|
December 15, 2021
Uniform Lifetime Table
This is equal to the joint and last survivor life expectancy for the employee and a hypothetical beneficiary 10 years younger. |
Applicable to RMDs for 2022 and after |
|
|
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.
Definition Using one’s assets to finance one’s retirement. Retirement wealth decumulation includes the spend-down of assets owned during retirement. This includes: Savings in retirement accounts
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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