Skip to main content
No. of Recommendations: 0
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

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.