Kentucky Trust Company
Retirement Plan Consultants
Hochheiser Deutsch & Co, Inc.
Plumbers Local Union No. 1 Benefit Funds
ERISA Services, Inc.
Trucker Huss, A Professional Corporation
Loren D. Stark Company
RTD Financial Advisors
Carpenter Morse Group
Nicholas Pension Consultants
Bates & Company
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|Eight Things to Know About a Special Spousal Rule That Allows Smaller RMDs|
Dec. 1, 2015
"If your spouse is your sole beneficiary for 2015 and is more than 10 years younger than you, you may use the Joint Life Expectancy Table to calculate your RMD for 2015, instead of the Uniform Lifetime Table.... If you have more than one primary beneficiary listed on your IRA, you must use the Uniform Table and not the Joint Life Expectancy Table.... If you change beneficiaries during the year, you may not use the Joint Life Expectancy Table.... Your IRA custodian ... is permitted to use the Uniform Lifetime Table for all reporting of RMDs to IRA owners. Be aware that an amount reported to you may, therefore, be more than your actual 2015 RMD."
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