Sentences with phrase «over one's life expectancy»

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

The deal is that you've contributed so much money, so you'll get so much back over your life expectancy.

Distributions made as part of a series of substantially equal periodic payments over your life expectancy or the life expectancies of you and your designated beneficiary.

Are a series of «substantially equal periodic payments» made over the life expectancy of the IRA owner.

The coverage applies to all 2012 model year Sonata Hybrid models over the life expectancy of the vehicle and thousands of miles beyond the average duration of new - car ownership.

Hi Richard, J.K. Lasser's Your Income Tax says, «All of the trust beneficiaries must receive RMDs over the life expectancy of the oldest beneficiary.»

The sexy risks like market crashes and sequence of returns seem to get all the press, and actuaries obsess over life expectancy and outliving your savings, but inflation rarely gets much of a mention.

Declining the medication caused the doctors to raise concerns over my life expectancy, quality of life and the possibility of causing further damage to my heart, although they could not confirm that the medication would, in fact, actually improve my health.

Begin taking annual withdrawals over your life expectancy by December 31 of the year after your father's death (December 31, 2018 in this case), or

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

My experience from using Vanguard's calculator (see below) is that today's annuity amounts, when they match inflation, are approximately equal to inflation - matched cash (at zero percent real interest) spread over your life expectancy.

RMDs are configured to distribute the entire interest of the retirement plan account or IRA over the life expectancy of the owner, or the life expectancies of the owner and his or her beneficiary.

If you remove the funds from your Roth IRA account using a distribution method that is part of a scheduled series of substantially equal periodic payments made over your life expectancy (and the life expectancy of your beneficiary), you may still be penalty - free.

Distributions made as part of a series of substantially equal periodic payments over your life expectancy.

The coverage applies to all 2012 model year Sonata Hybrid models over the life expectancy of the vehicle and thousands of miles beyond the average duration of new - car ownership.

A «stretch IRA» typically involves taking RMDs over the life expectancy of the beneficiary.

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.

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.

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.

This retirement income distribution method is also known as calculating a systematic withdrawal plan, or in IRS language, «substantially equal periodic payments over life expectancy.»

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.

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.

It can lead to all sorts of complications that can dramatically affect your quality of life and over all life expectancy.