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72T

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ByDave Z

L1: 72TI have a client who will run out of money prior to 59 and 1/2, because of market losses. Any suggestions? We are three years into the election. Dave Z. 2001-10-29 10:14, By: Dave Z, IP: [127.0.0.1]
L2: RE: 72TMessage posted at Ed’s site…

Based on current market conditions, there will probably be several individuals in the same situation unless there is a really big rally.

Can someone change the payment? Not that I know of – changing the payment, for any reason, would bust the plan.

You may want to consider asking the IRS by way of a PLR – who knows what their response will be – remember, they are the friendly IRS these days!

2001-10-29 11:15, By: Gfw, IP: [127.0.0.1]

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