Annuities and Taxes, Pt. 5: Longevity Annuities
The Tax Facts Online experts help explain tax implications and definition of a longevity annuity, also called a deferred income annuity.
When Clients Outlive Their Longevity Insurance: QLACs
Favorable IRS treatment makes QLACs—deferred annuity products—more appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.
Top 5 Retirement Issues
Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.
Looking for Long-Term Care Coverage? You Might Not Find It
Major insurance carriers are abandoning long-term care coverage in record numbers. Several other options exist, but a smartly crafted annuity strategy may provide the solution while offering a substantial tax break.