Kentucky Trust Company |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Retirement, LLC |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Pentegra |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Trucker Huss, A Professional Corporation |
Retirement, LLC |
Retirement Plan Documents Specialist Loren D. Stark Company |
RTD Financial Advisors |
Carpenter Morse Group |
Nicholas Pension Consultants |
Administrator/Consultant (DC and DB) TPA Professionals |
Bates & Company |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement Plan Legal Specialist Pentegra |
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Eight Things to Know About a Special Spousal Rule That Allows Smaller RMDs Slott Report ![]() 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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