EEDB Fee: 0.25% annual percentage of average daily AV Annual policy lapsation: 7.00% Discount Rate: 5.00% Attained EEDB Premium EEDB EEDB EOY Notional RMD EOY Notional Avg. Notional Survivorship Interest Mortality APV APV APV Year Age EOY Base Gain Benefit Acct. before RMD Withdrawal Acct. ...
unless you “know” you have a penalty that should be reported on the form, it’s typically not filed at all. And while it is theoretically possible to file the form with all “$0s” each year along with an individual’s Form 1040 (and other required...