Estimating a client's life expectancy is a core part of retirement planning, but the ways in which financial advisors reach that projection can vary significantly from person to person. Some use ...

The IRS issued final regulations relating to the use of actuarial tables for valuing annuities, interests for life or a term of years, or remainder or reversionary interests. The regulations (T.D.

The lawsuit alleges that Pinnacle West, an electric utility, used outdated mortality tables, causing it to underestimate the present value of employee pensions. Former employees of Pinnacle West, an ...

Beneficiaries must take required minimum distributions from their inherited IRAs. When the RMD is an annual obligation, the Single Life Expectancy Table must be used to identify the denominator for ...

Financial advisors have long followed the industry rule of thumb in planning for clients to live to age 95. But is that always the best strategy? A new report said that with 95% of Americans older ...

If you have been taking life expectancy distributions from an inherited IRA, should you care about the new RMD (required minimum distribution) tables effective in 2022? That’s a question raised by S.L ...