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New 89-25 SEPP

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ByWayne

L1: New 89-25 SEPPI plan on starting a new SEPP in December under Notice 89-25to avoid having to use the new rules. My question: when I use your calculator, do I use Method #3 for a single life mortality? If I am correct, which choices under Method #3 would be appropriate?2002-12-13 17:29, By: Wayne, IP: [127.0.0.1]
L2: New 89-25 SEPP
Method #3 is one alternative – the annuitization method. What choices are appropriate depend on what your objectives are and what you are trying to accomplish.
Suggest you start with the FAQ and the sample form – then play with the possibilities and alternatives.
As I mentioned to someone the other day, this is a self-help site – we”ll point you in the right direction, but we will not design or implement a plan for you. If you need help beyond the information presented you may want to contact a professional, but time is also running out for an 89-25 tax-qualified SEPP plan.2002-12-14 16:41, By: Gfw, IP: [127.0.0.1]

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