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  • Thanks Elliot! Thomas J. Gilliam, Sr., CLU, AEP Agency Manager Carillon Group, Inc. Phone: 636-777-7010 Fax: 636-777-7013 Securities and investment advisory services are offered solely through Ameritas Investment...

  • That's correct, Tom. Normally, the Uniform Lifetime Table is used; however, when the spouse is more than 10 years younger the Joint Life and Last Survivor Table is used. From the IRS site, " Table II (Joint Life and Last Survivor Expectancy)....

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    Something I have never heard of. If a spouse is more than 10 years younger is there a different table for RMDs from and IRA for some one who reaches 70 1/2? ------------------------------ Thanks, Tom Gilliam ------------------------------

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