Sentences with phrase «joint life expectancy table»
However, if your spouse is the only primary beneficiary and he or she is 10 years younger than you, your life expectancy factor is taken from the IRS Joint Life Expectancy Table (PDF).
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After all, as the chart below indicates (from Spending Flexibility and Safe Withdrawal Rates by Michael Finke, Wade Pfau, and Duncan Williams from the March 2012 issue of the Journal of Financial Planning, and based on the Social Security Administration period life table for 2007), the probability of a joint life expectancy of 30 years for a 65 - year - old couple (to age 95) is already as low as 18 %.