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Posted

Congress has instructed treasury to prepare a new table. No deadline was given. The new table has not yet been issued (I doubt even drafted).

Until the new table is used, the old tables must still be used.

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

Posted

There are murmurings that the new tables will be issued when the final regs come out, which should be in about a month.

Barry Picker, CPA/PFS, CFP

New York, NY

www.BPickerCPA.com

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