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Posted

With market conditions the way they are, many people who are taking substantially equal payments are depleting their assets much faster than was orginally intended. Does anyone know if a new calculation would be permitted under these circumstances?

Posted

I understand there will be IRS guidance on this question within the year. No idea what that guidance will be.

Barry Picker, CPA/PFS, CFP

New York, NY

www.BPickerCPA.com

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