Aug 13, 2026 · 8 min · 4 segments
The latest IRS minimum present value segment rates are out — and they may have important implications for ExxonMobil employees and former employees considering a lump sum pension. In this solo…
Scott BartoshHost
We are gonna do a fairly quick episode today touching on a topic that we have discussed a couple times in the past.
We are looking at the IRS minimum present value segment rates, and that is specifically interesting and impactful to our clients who are still working at ExxonMobil, or who have separated from service and have not yet initiated their lump sum pension.
This is specifically for those clientele thinking about taking a lump sum pension and monitoring those interest rates to see how their lump sum will be impacted.
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