Retirement, LLC |
Administrator/Consultant (DC and DB) TPA Professionals |
Kentucky Trust Company |
Pentegra |
Retirement Plan Administrator – Senior Associate PBMares |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Pension Rights Center |
Retirement Plan Documents Specialist Loren D. Stark Company |
RTD Financial Advisors |
Retirement, LLC |
Nicholas Pension Consultants |
EPIC Retirement Plan Services |
Farmer & Betts, Inc. |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Plumbers Local Union No. 1 Benefit Funds |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
EPIC: TPA/DPS |
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
| |
<< Previous news item | Next news item >>
IRS FAQs: Substantially Equal Periodic Payments Internal Revenue Service [IRS] ![]() [Guidance Overview] Aug. 17, 2021 "[1] Is there an exception to the tax for distributions in substantially equal periodic payments? ... [2] Is there guidance on this exception? ... [3] How are interest rates determined? ... [4] How is life expectancy determined? ... [5] How is the account balance determined? ... [6] How are payments determined under the three methods? ... [7] Can I change from one method to another in calculating substantially equal periodic payments? ... [8] What is the effect of an account being completely depleted? ... [9] Are these the only acceptable ways of determining substantially equal periodic payments? ... [10] Can I take my substantially equal periodic payments on a monthly basis? ... [11] When do I fulfill my obligation to take substantially equal periodic payments?" |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above). |
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified). |