david rigby Posted July 12, 2013 Posted July 12, 2013 Just in case you have not seen this, IRS Notice 2013-49, http://www.irs.gov/pub/irs-drop/n-13-49.pdf. (Sorry, have not seen the tables posted in spreadsheet format yet.) 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.
Andy the Actuary Posted July 12, 2013 Posted July 12, 2013 The spreadsheet is being provided as a professional courtesy at no charge with the understanding that it is being provided solely for purpose of comparing values with any systems you might use to determine lump sums and present values and is not intended or warranted for you to copy in whole or part or use for determining lump sum values or present values in behalf of your clients or for any other purpose. Please post if you spot any questionable data. Since I work only in the under 500 market, you are getting only the combined tables and applicable mortality tables. These were stripped by computer from Notices 2013-49 and 2008-85 rather than keying. PPA Mortality.xls 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.
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