Get Morningstar’s essential reading for financial professionals in Advisor Digest. This month inaugurates not only a new year, but a new set of IRS actuarial tables for determining our clients' ...
For the first time in nearly twenty years, on January 1, 2022, the Internal Revenue Service (IRS) updated its actuarial tables for determining required minimum distributions (RMDs) from retirement ...
Last week, two different federal courts came to two different conclusions regarding whether the use of allegedly “outdated” mortality tables violates ERISA’s provisions that certain lifetime annuities ...
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