IRS Actuarial Factor Finder

Looks up and/or calculates annuity factors, life estate and remainder interest using Life Table 90CM.

IRA/Pension Distribution Planner

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Contents:

Requirements
Price
Overview
Updates

Overview

The DTS IRS Actuarial Factor Finder will look up or calculate annuity factors, single life remainder interest factors and life estate factors. The program uses Table S, Single Life Remainder Factors Applicable After April 30, 1999 Based On Life Table 90CM.

Treasury Regulation 20.2031-7 lists single life remainder factors in Table S for interest rates from 4.2% - 14.0% in increments of 0.2%. If the interest rate that you are working with is not in Table S, the DTS IRS Actuarial Factor Finder will compute it for you using an interpolation method, as described in the regulation.

If you need an annuity factor instead of a remainder interest factor, you can find it in IRS Publication 1457. The problem is that you probably won't find IRS Publication 1457 without contacting the Superintendent of Documents. After contacting the Superintendent of Documents, plan to wait a long time. The DTS IRS Actuarial Factor Finder will compute the annuity factor for you using a formula described in the regulations.

If you need a life estate factor, you can find it in IRS Publication 1457, or you can use the DTS IRS Actuarial Factor Finder. Of course, you won't find Publication 1457, but the IRS states in the regulations that you can call them for the factor you need. The IRS did not publish a telephone number in the regulation. Good luck getting any help from the IRS.

The DTS IRS Actuarial Factor Finder is in development. Send email to dkaufmann@denvertax.com to be notified when the program is available.

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Requirements

Microsoft Windows

Price

To be announced
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Updates

Current Version

Coming soon!

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