SSRRS Posted May 2 Posted May 2 Hi, Thank you for all the insights and input. Is anyone able to post a link etc for a segment rate calculator that is based on on the 24E or 25E Table or is that not allowable on the forum? Thank you either way.
C. B. Zeller Posted May 2 Posted May 2 Just to be clear, are you looking for a present value calculation using some set of 430/404/417(e) segment rates and either the 2024 or 2025 417(e) mortality table for a given attained age and retirement age? It's not a trivial calculation, although with some effort you could do it in Excel. What software do you use for valuations? I'm sure your software can do the calculation and give you a result. SSRRS 1 Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
SSRRS Posted May 7 Author Posted May 7 C.B. thank you. I'm looking for a segment rate calculator that is based on a excel etc, where you can input the age and benefit and rates etc and get the APR, for times that don't have access to our pension system. Thank you
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