BGP asks:<<Assuming that she can surrender the annuity for remaining cash value, then whatever method - Term Certain or Life Annuity - she is now receiving as a distribution will be the method needed for continued distributions. Am I understanding this correctly?>>Yep. The company can tell you what method it used for the withdrawal calculation.<<Do you know where I can learn how to make these distribution calculations?>>You will find the procedures in IRS Publications 590 (Individual Retirement Arrangements) and 939 (General Rule for Pensions and Annuities). Both can be downloaded from http://www.irs.ustreas.gov/prod/forms_pubs/index.html.Regards..Pixy
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