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New Member
posted Apr 13, 2025 1:07:48 PM

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

0 2 502
2 Replies
Expert Alumni
Apr 21, 2025 11:37:43 AM

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

Level 15
Apr 21, 2025 1:16:19 PM

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