The Sept. 30th update for 2017 is limited to fixes, enhancements and ADA refinements (except for the 72T calculators listed below). This update is optional for Version 3, unless you have received instructions from us. All updates are cumulative, by skipping this limited update any changes to your package will be included in the next update release. To view the previous update package please see Calculator Update 6/30/2017.
If you wish, you can download the full calculator package from the same location, and refresh all files provided by KJE for your calculators. This package includes any site specific changes done for you by KJE, but will not include any customizations by you or your web-developers. Please contact us if you have questions regarding this new update package.
The SEPP table content has been updated for better Mobile device viewing:
Uniform Lifetime | This is a non-sex based table developed by the IRS to simplify minimum distribution requirements. The uniform lifetime table estimates joint survivorship, but does not use your beneficiary's age to determine the resulting life expectancy. This table can be used by all account owners regardless of marital status or selected beneficiary. |
---|---|
Single Life Expectancy | This is a non-sex based life expectancy table. This table does not use your beneficiary's age to calculate your life expectancy. This table can be used by all account owners regardless of marital status or selected beneficiary. Choosing single life expectancy will produce the highest distribution of the three available life expectancy tables. |
Joint Life Expectancy | This is also a non-sex based life expectancy table for determining joint survivorship using your oldest named beneficiary. |