The life expectancy gap is putting a new focus on long-term financial planning

AccuQuote reports that the life expectancy gap highlights the need for updated long-term financial planning, emphasizing cohort-specific data to better prepare for extended retirements.
Morningstar%2c Inc.

New Year, New IRS Life Expectancy Tables

Get Morningstar’s essential reading for financial professionals in Advisor Digest. This month inaugurates not only a new year, but a new set of IRS actuarial tables for determining our clients' ...
JD Supra

Stretching Expectations: Planning with the New Life Expectancy Tables for Retirement Plans’ Required Minimum Distributions

For the first time in nearly twenty years, on January 1, 2022, the Internal Revenue Service (IRS) updated its actuarial tables for determining required minimum distributions (RMDs) from retirement ...
Al Jazeera English

Is the significant rise in life expectancy finally slowing down? Why?

The sharp rise in life expectancy over the past century is finally slowing down – and will stop when the average life expectancy reaches 87 – according to a new study of expected lifespans between ...
Morningstar%2c Inc.

Avoid RMD Shortfalls With These 5 Top Rules on Life Expectancy

Beneficiaries must take required minimum distributions from their inherited IRAs. When the RMD is an annual obligation, the Single Life Expectancy Table must be used to identify the denominator for ...