Market volatility can create uncertainty. Read about three key considerations for managing your retirement plan during turbulent times, providing valuable insights and strategies to maintain your long-term financial goals.

IRS Announces Applicable Federal Rates for May

The IRS has issued Revenue Ruling 2024-09, which contains the applicable federal rates (AFR) for May 2024. These rates are used for such purposes as calculating distributions from retirement savings arrangements that meet the requirements for substantially equal periodic payments (a 10 percent early distribution penalty tax exception), also referred to as “72(t) payments.”

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