I am using the substantially equal periodic payments with an annual distribution. I value my IRA on Dec. 31 and base the distribution on that amount. I believe I have seen IRS rulings which allow different valuation dates, but the date must remain consistent from year to year.If you are doing monthly distributions you could base them on a Dec 31 valuation date for 12 months then recalc for the following year using the next year's dec 31 valuation.Pixy might be able to shed some more information on this.Z-Bar
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra