Andy the Actuary Posted October 19, 2011 Posted October 19, 2011 Just twiddling thumbs until tonight's World Series game and was wondering if anyone has witnessed a participant electing an optional Joint & 75% payment form that was added to protect him? I have not. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
david rigby Posted October 19, 2011 Posted October 19, 2011 nope I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Effen Posted October 20, 2011 Posted October 20, 2011 Just because I was doing the valuation anyway I decided to look at one of my plans with AFTAP < 80% and restricted lump sums. Of the 7 bifrucated benefits elected last year I have 3 J&100, 3 J& 75, 1 Life only. Nice game by the Cards last night, although it wasn't exactly baseball weather. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
Andy the Actuary Posted October 20, 2011 Author Posted October 20, 2011 Just because I was doing the valuation anyway I decided to look at one of my plans with AFTAP < 80% and restricted lump sums. Of the 7 bifrucated benefits elected last year I have 3 J&100, 3 J& 75, 1 Life only.Nice game by the Cards last night, although it wasn't exactly baseball weather. Was the J & 75 always an option or added as a result of PPA? The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
Effen Posted October 21, 2011 Posted October 21, 2011 Added by PPA. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
Andy the Actuary Posted October 21, 2011 Author Posted October 21, 2011 Thank you ! The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
SoCalActuary Posted October 31, 2011 Posted October 31, 2011 Just because I was doing the valuation anyway I decided to look at one of my plans with AFTAP < 80% and restricted lump sums. Of the 7 bifrucated benefits elected last year I have 3 J&100, 3 J& 75, 1 Life only.Nice game by the Cards last night, although it wasn't exactly baseball weather. Was the J & 75 always an option or added as a result of PPA? The concept of QJ&S has always allowed 50% to 100%. But PPA made it mandatory to allow two options. Enjoyed the games as well. G6 was a wild ride, and one of the most entertaining games ever.
Recommended Posts
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 accountSign in
Already have an account? Sign in here.
Sign In Now