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Retirement Planning
Chapter 11: Pension Plan Distributions/DISTRIBUTION PERIOD
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 11: Pension Plan Distributions

DISTRIBUTION PERIOD

01.Core Concepts

Participant (during life) • Participant and/or spouse • W here a spouse is no more than 10 years younger than participant • Use the Uniform Lifetime T able Participant and/or spouse (during life) • Where a spouse is more than 10 years younger than participant • Use the J oint and Survivor Table