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Quote for Today...
It is not who you know, but who wants to know you.
... Patricia Fripp
Discussion Forum - Use for any comments, suggestions or questions. To post to the discussion area, you need to be using a current browser like IE6[+] or Netscape 7[+]. If you have a question, please use the discussion forum. We will not respond to questions sent to us by email.

What's New

Date: 4/18/2008
May, 2008... 120% Mid-Term = 3.29%, Applicable Federal Rates for 72(t) and 72(q) distributions. Click HERE

Date: 3/18/2008
April, 2008... 120% Mid-Term = 3.45%, Applicable Federal Rates for 72(t) and 72(q) distributions. Click HERE

Date: 2/23/2008
March, 2008... 120% Mid-Term = 3.57%, Applicable Federal Rates for 72(t) and 72(q) distributions. Click HERE

Date: 1/1/2008
yyyZ Tools Update - Version 2.8.4.1

This version was also updated with changes that include the ability to assume that the initial payment (for projected values) is a pro-rata payment.

In addition, for all reports that include projected values, the first year starts with the date of the first distribution and ends on 12/31 of the same year. Years 2 and later assume full calendar year projections.

This new update is available to anyone who has a current yyyZ Tools license.

Date: 12/19/2007
January, 2008... 120% Mid-Term = 4.31%, Applicable Federal Rates for 72(t) and 72(q) distributions. Click HERE

This site is provided for informational purposes only - not to offer either legal or tax advice. On this site you will find information on IRC Section 72(t) and IRC Section 72(q). These plans are typically referred to as Substantially Equal Periodic Payments [SEPP] Plans. There is also information on Minimum Distributions and a variety of helpful calculators. You'll find more disclaimers here.

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