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April 13, 2025
Question

Pension General Rule Method - Expected Return on Contract - how to figure out

  • April 13, 2025
  • 2 replies
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2 replies

CatinaT1
April 21, 2025

We need more information. Can you please clarify your question?

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fanfare
Employee
April 21, 2025

Basically,

Your yearly distribution

                multiplied by

your life expectancy factor  which depends on your current age.

 

Refer to   IRS Publication 939, General Rule for Pensions and Annuities