This simple checklist is designed to help you assess whether the necessary preparations have been made to care for your family and estate in the unfortunate event of your passing.
This simple checklist is designed to help you assess whether the necessary preparations have been made to care for your family and estate in the unfortunate event of your passing.
Use this worksheet to figure this year’s required withdrawal for your traditional IRA UNLESS your spouse* is the sole beneficiary of your IRA and he or she is more than 10 years younger than you.
This table will be used by every designated beneficiary except a spouse who elects to treat their deceased spouse's IRA as their
own to calculate post-deth required distributions.