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Substantially equal periodic payments

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Bydemps

L1: Substantially equal periodic paymentsWhen using a joint life expectancy table to calculate substantially equal periodic payments can you then use a joint life payout annuity with a period certain to make these payments 2008-01-28 18:31, By: demps, IP: [70.106.204.213]
L2: Substantially equal periodic paymentsIn theory it seems like it would be OK, but you cannotannuitize without an insurance company custodian and therefore the request for a period certain quote should be accompanied with the requirement that the 1099R be issued showing the exception coding. I do not think the IRS questions insurers with respect to 1099R coding.2008-01-28 20:27, By: Alan S., IP: [24.116.165.60]

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