Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
IRS updates life expectancy and RMD tables
The IRS has published [85 FR 72472] in today's Federal Register a final regulation to update its life expectancy and distribution period tables used for determining required minimum distributions from qualified retirement plans, individual retirement accounts and annuities, and certain other tax-favored employer-provided retirement arrangements.
Although the final regulations are effective upon publication, they apply to distribution calendar years beginning on or after January 1, 2022.
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