Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Regulation and Compliance > Federal Regulation

IRS Updates Tables

Your article was successfully shared with the contacts you provided.

The Internal Revenue Service has issued final, temporary and draft regulations concerning the mortality tables used in valuing annuities, interests for life or terms of years, and remainder interests.

The IRS is shifting to use of data from the 2000 census and Life Table 2000CM, officials write in a preamble to the final and temporary regulations.

The IRS is developing several actuarial valuations publication updates that will contain a complete set of actuarial tables that include factors not contained in the temporary regulations released today, officials report.

The upcoming publications will, for example, provide annuity and life interest factors, officials write.

The text of the draft regulations associated with the final and temporary regulations is available here.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.