Save time with our cheat sheets, fact sheets, checklists & books!

January 4, 2022

The Joint and Last Survivor Table -Effective 01/01/2022

Print

The Joint and Last Survivor Table is used to calculate RMDs when the spouse of the account owner is (a) the sole primary beneficiary and (b) is more than 10‐years younger than the account owner. This is just a sample. Get the full table in Appendix B of IRS Pub 590 B

Page 1 of 5 2022 Joint and Last Survivor Table
Page 1 of 5 2022 Joint and Last Survivor Table

 

More

Keep Learning

Be among the first to know when

IRA Rules
Change