Jump to content

Changing life expectancy once an MRD has started.


Recommended Posts

Guest MarkL
Posted

If a participant begins minimum required distributions using joint life and last survivor expectancy of the participant and designated beneficiary and does not designate the recalculation method, can they change the method to the recalculation method after payments have begun? Does it matter if the plan is silent regarding which methodology to use?

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use