1 Note that the value to use for an annuity may be greater than the annuity contract value. For an Allianz IRA annuity, the value can generally be found on IRS form 5498.
2 Treas. Reg. 1.401(a)(9)-9 These tables updated for regulations beginning January 1, 2022 under FR Doc. 2020-24723.
3 Amount shown assumes the RMD for the IRA or qualified plan has been distributed at the end of the year.
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