For the first time in nearly twenty years, on January 1, 2022, the Internal Revenue Service (IRS) updated its actuarial tables for determining required minimum distributions (RMDs) from retirement ...

Agency: "Internal Revenue Service (IRS), Treasury." SUMMARY: This document sets forth final regulations providing guidance relating to the life expectancy and distribution period tables that are used ...

On November 7, 2019, the IRS proposed doing something that it had not done in nearly two decades…update the life expectancy tables used to calculate required minimum distributions by IRA, 401 (k), ...

That’s the top question I receive when I’m out and about talking about retirement portfolio planning, including some research that our team has been producing since 2021. Beginning in 2022, the ...

The actuarial update is important for plan sponsor clients to note, but the effect to regular business is likely limited, as the individuals most affected are likely no longer employed by the plan ...

In the last few months, two of my colleagues’ grandmothers passed away, both past the age of 100. While living such a long life is still an outlier, Americans are, in fact, living longer, despite the ...

Anyone facing required minimum withdrawals from retirement accounts should note there's been a change to calculating those amounts. Starting this year, new IRS life expectancy tables — which are used ...

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 ...

If you're subject to annual required withdrawals from your retirement accounts, be aware that the calculation for those amounts has changed — generally to your advantage. New IRS life expectancy ...

Your RMD depends on your account balance, as well as your age. There’s a straightforward way to calculate your RMD for 2025. The important thing is to use the correct IRS life expectancy table. The ...