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Re-calculation of SEPP amounts

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Last Updated On
ByGT

L1: Re-calculation of SEPP amountsIf someone decides to recalcuate their SEPP amount, are they required to do so every subsequent year?
For example,I calculate and start my SEPP (amortization method) based on the applicable interest rate, life expectancy and account balance as of December 31, 2004. I then re-calculate using the applicable values as of December 31, 2005.
Am I required to re-calculate as of December 31, 2006?
2004-08-18 09:17, By: GT, IP: [24.145.164.87]

L2: Re-calculation of SEPP amountsYes; and 12/31/07 & 12/31/08 and so forth. nce started annual recalculation must continue until plan completion.
TheBadger
wjstecker@wispertel.net
2004-08-18 09:39, By: TheBadger, IP: [66.250.23.21]

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