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Posted

Have a client who is age 51 and wants to know if she should retire, take her money and run before the new rules kick in ( for calculating lump-sum payments).

She is also trying to determine amounts , should she stay with the company until age 59 1/2.

Anyone know of a calculator that uses the new rules?

I searched high and low, but no luck.

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

For good reason. Don't we need to know the basis upon which the new interest rates will be calculated? I don't think the government has disclosed what it intends to do, yet. But I could be wrong.

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