Randall & Hurley, Inc.
Loren D. Stark Company
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|IRS FAQs: Substantially Equal Periodic Payments|
Internal Revenue Service [IRS]
Aug. 17, 2021
" Is there an exception to the tax for distributions in substantially equal periodic payments? ...  Is there guidance on this exception? ...  How are interest rates determined? ...  How is life expectancy determined? ...  How is the account balance determined? ...  How are payments determined under the three methods? ...  Can I change from one method to another in calculating substantially equal periodic payments? ...  What is the effect of an account being completely depleted? ...  Are these the only acceptable ways of determining substantially equal periodic payments? ...  Can I take my substantially equal periodic payments on a monthly basis? ...  When do I fulfill my obligation to take substantially equal periodic payments?"
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