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Posted

Usually published here: https://www.irs.gov/retirement-plans/minimum-present-value-segment-rates, but not sure why Feb rates aren't there yet?

Feb is here: https://www.irs.gov/pub/irs-drop/n-25-17.pdf

 

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.

Posted

Yes.  As @Effen points out, the chart on the IRS website is useful and organized but is sometimes not updated timely.  Recent "developments" in DC might be the cause of delay, now and in the future.

Also, the "drop" website in the second link above will have IRS documents (regulations, notices, announcements, procedures) posted, often a few days before an official release date.  Very useful; it should be bookmarked on your computer.  In the case at hand, the segment rates are always issued via IRS Notice, usually 10-15 days after the end of the month; in that link above, Notice 25-17 is embedded in the URL as "n-25-17".  The "parent" URL is https://www.irs.gov/downloads/irs-drop, where you can use similar patterns to look for other documents.  At this URL, the column headings can be used to sort.

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.

Posted

FWIW, we do monitor the IRS website for those updates; they appear in the BenefitsLink newsletter when they're published.  Notice 25-17 was published March 5, but Notice 25-14 (the February rates) wasn't released until February 12.  No Notice issued yet in April (but having said that, I wouldn't be surprised to see it in the next day or two).

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