Cat_Lady_Pension Posted yesterday at 07:50 PM Posted yesterday at 07:50 PM I have an existing CB plan with NRD at age 65. Can NRD be changed to age 62 and what are the issues that have to be addressed?
david rigby Posted yesterday at 08:28 PM Posted yesterday at 08:28 PM Before providing a direct answer to the question, your consulting actuary will ask some important questions. Likely, the first one is (or should be), "why do you want to do this?" The answer should be deliberately and completely identified, because there may be more than one way to accomplish your goal. If you are unsure of the answer, your consulting actuary will have some follow-up Qs to help you with your deliberation. (BTW, if your actuary does not ask this/these question(s), send me a private message and I can suggest some other names for you.) 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.
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