kwalified Posted August 9, 2016 Posted August 9, 2016 I am looking for the old TEFRA percentage factor that is used to calculate RMDB when dealing with cash values. I believe it started at 140% and then was reduced 1% a year until age 75 when it bottomed out at 105%. A link or chart would be great
Lou S. Posted August 9, 2016 Posted August 9, 2016 You can try here. https://www.ataxplan.com/downloads/ancient-history/ There is a resource with grandfathered rules that can be downloaded at no charge. Though you do have register to do so. I have no affiliation with them and can't vouch for the content but it looks like it will have what you are looking for.
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