No Designated Beneficiary
Individual Non-Spouse Beneficiary
Spouse Beneficiary, No Rollover
Client Born: Enter Client's date of birth as MM/DD/YYYY.
Calculation Year: The year of the calculation. Should allow any year following the year of death plus 1 year
Investment Rate of Return: The estimated rate of return that the IRA account balance will earn in all future years.
Deceased Owner Born: Enter the date of birth of the the deceased owner as MM/DD/YYYY.
Deceased Date of Death: Enter the deceased owner's date of death as MM/DD/YYYY.
Account Value: Enter the account balance as of December 31 of the year prior to the Calculation Year.