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Learn about using DIAs as qualified longevity annuity contracts and the problem with using a QLAC to avoid RMD obligations.
The regulations surrounding QLACs are fairly complex and raise some questions that they dont answer.
The key question one faces after retirement is the determination of whether or not funds should be moved from an ERISA-governed plan to an IRA.
It's both unfortunate and absurd to think that annuities are either good or bad.
A new, compliance-friendly trend is emerging: Using social media to better communicate and interact with existing clients, not to bring new business.