Sentences with phrase «distributions over your life expectancy»

If the trust is the contingent beneficiary, each of the children can take distributions over the life expectancy of the oldest child.

You'd use the IRS life - expectancy tables to figure your required distributions over your life expectancy.

Not exact matches

However, if it is a retirement account, then the trust must have very special terms to make sure that when the trust receives the retirement account, that required minimum distributions can be «stretched» over the life expectancy of the minor or other individual.

If your spouse predeceases you and the children are the contingent beneficiaries, each child can take a distribution over their own life expectancy.

However, not all IRAs allow the stretch strategy, and investors should check with their financial adviser or financial institution to determine if beneficiaries will be allowed to take distributions over a life - expectancy period.

Alternatively, the beneficiaries may begin distributions to be made over their life expectancies, if those distributions begin by December 31 of the year containing the first anniversary of your death.

Alternatively, the beneficiaries may begin distributions to be made over their life expectancies, if those distributions begin by December 31 of the year containing the first anniversary of death.

Substantially equal periodic distributions that start after you separate from service over your life or life expectancy (or the lives or joint life expectancy of you and your beneficiary);

Certain distributions spread over a period of at least 10 years or over your life or life expectancy (or the lives or joint life expectancy of you and your beneficiary);

You receive distributions that are part of a series of substantially equal payments over your life (or life expectancy).

Non-spouse beneficiaries of an inherited Roth IRA must take required minimum distributions from the account over their own remaining actuarial life expectancy (certain conditions apply).

The distribution was made as an installment in a series of equal and periodic payments over your life expectancy, or over the life expectancy of you and your beneficiary or beneficiaries.

Another way to adjust the size of your 72t distribution is to choose a lower interest rate for either the Amortized Over Life Expectancy method or Annuitized Over Life Expectancy method.

A See Through Trust insures that the required minimum distributions can either remain inside the trust (an «accumulation trust»), or be paid out over the oldest trust beneficiary's life expectancy (a «conduit trust»).