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Posted

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.

Posted

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.

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

Posted

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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