The calculators default values are set to values that would be acceptable under Revenue Ruling 2002-62. However, be sure to verify the interest rate using the link in the menu on the left. The rate below is 120% of the mid-term assuming the plan is started in the current month. Estimated Maximum Interest Rates for 72(t) & 72(q) SEPP Plans where the initial distribution occurs during the following time periods: 07/01/2009-07/31/2009: 2.71% | 08/01/2009-08/31/2009: 3.32% | 09/01/2009-09/30/2009: 3.32%
The calculators default values are set to values that would be acceptable under Revenue Ruling 2002-62. However, be sure to verify the interest rate using the link in the menu on the left. The rate below is 120% of the mid-term assuming the plan is started in the current month.