New Graphs Directory

©  George H. Coughlin II  2002  All Rights Reserved          Return to Home Page


Please note that all tables on this web site, including those listed below, are for illustrative purposes only. None reflect a particular investment.

Table 26  (Participant Dies Before RBD -- Potential Benefits of Tax Deferral) 

Table 27A  (Post-70½ Account Balance and Distributions If Participant Lives To Age 100) 

Table 27B  (Post-70½ Account Balance and Distributions If Participant Dies In 10th Year With A Non-Spouse DB or Without A Designated Beneficiary) 

Table 28A  (Post-70½ Account Balance and Distributions If Either Participant or Same-Age Spouse DB Lives To Age 100) 

Table 28B  (Post-70½ Account Balance and Distributions If One Spouse Dies In 10th Year and Surviving Spouse Dies In 17th Year With or Without a Designated Beneficiary) 

Table 29A  (Post-70½ Account Balance and Distributions If Participant Dies In 10th Year and Same-Age Spouse DB Fails to Transfer Assets To A Spousal Rollover) 

Table 29B  (Post-70½ Account Balance and Distributions If Participant Dies In 10th Year and Same-Age Spouse DB Fails To Transfer Assets To A Spousal Rollover) 

Table 29C  (Post-70½ Account Balance and Distributions If Participant Dies In 10th Year With A Bypass Or QTIP Trust As Beneficiary)

 
     (Needed for viewing all tables listed above.)

New Test Your Knowledge | New Quiz Your Advisor | New Technical Terms | New Rules of the Road | New Planning Pointers |New Descriptive Flow Charts | Old Rules Directory