Investing - Theory, News & General • Re: SPIA Timing & SECURE 2.0 Section 204: December 2026 vs. January 2027 for RMDs?

Several years ago, I purchased SPIAs several weeks apart from different high-rated companies, with pretty much identical price and terms (except for the varied automatically included emergency withdrawal provisions), with a 2% difference in payout. The last FMVs differ by about 8%. I think I've seen this sort of variation every year.

Statistics: Posted by ncdcpa — Wed Sep 30, 2026 8:03 pm