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    Required Minimum Distribution Calculation Factors

     2003 Regulations under 401(a)(9)

    This is a worksheet that we use to determine the factors under 401(a)(9).  These factors are from the regulations published in 2003.

    Download Excel Worksheet - RMD Factors

    Maximum Loan Calculator

    According to IRC Section 72(p)

    This is a worksheet we use to determine the maximum loan available from a qualified plan.

    Download Excel Worksheet - Loans
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