I just discovered this forum and this is my first post. I did use the search feature as well, but came up empty.
My uncle has a traditional IRA fixed annuity and has been taking his RMD using a single life expectancy calculation. He turned 78 this year, which gives an RMD factor of 20.3 using life-expectancy table III (Uniform Lifetime Table). I discovered that my aunt (his legal spouse and sole primary beneficiary) is more than 10 years younger than him (10 years and 37 days to be exact), which may allow a reduced RMD calculation under life-expectancy table II (Appendix B, Joint Life and L
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My uncle has a traditional IRA fixed annuity and has been taking his RMD using a single life expectancy calculation. He turned 78 this year, which gives an RMD factor of 20.3 using life-expectancy table III (Uniform Lifetime Table). I discovered that my aunt (his legal spouse and sole primary beneficiary) is more than 10 years younger than him (10 years and 37 days to be exact), which may allow a reduced RMD calculation under life-expectancy table II (Appendix B, Joint Life and L
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