How Can We Help?
< Back
You are here:
Print

Initial Valuation

Posted
Last Updated On
ByJohnnyG

L1: Initial ValuationTo comply with RR 2002-62, the initial valuation date should probably be the December 31 of the prior year, or on a date within a reasonable period before that year’s distribution.Can I use the valuation of the account at the end of February 2010 statement and commence a SEPP withdrawl 4 Mar 2010?Many thanks2010-02-03 18:18, By: johnnyg, IP: [66.232.90.254]
L2: Initial ValuationThe end of February should be fine- just keep the statement shopwing the balance – if you haven’t alrady found our “Planning Pointers” page, check out http://72t.net/Sepp/PlanningPointers2010-02-03 18:23, By: Gfw, IP: [216.80.125.206]

Table of Contents