Newly proposed actuarial tables were released on May 5th to value annuities, life estates, remainders, and reversions. To guide you in how this impacts current estate planning transactions, Bob Keebler interviews Larry Katzenstein and Vince Lackner in this episode of the PFP Section podcast. They discuss:

The estate planning strategies impacted by the new tables
Planning that may make sense to do before the new tables go into effect
When to use the current tables and when to elect to use the proposed tables
How to navigate these calculations in software programs like Number Cruncher and Tiger Tables

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

Access the current and proposed tables.
Go deeper into estate planning strategies with the PFP/PFS exclusive Adviser’s Guide to Financial & Estate Planning.
Find Bob Keebler’s 2022 planning decision charts in the Proactive Planning Toolkit.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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How the new actuarial tables impact estate planning strategies {PFP Section}

AICPA Personal Financial Planning (PFP)