Category Archives: Qualified Longevity Annuity Contract (QLAC)

Replace Unpredictable RMDs with Secure Lifetime Income

Replace Unpredictable RMDs with Secure Lifetime Income

Fixed income annuities can be purchased in retirement plans to provide sustainable lifetime income that can better meet one’s retirement needs than unpredictable and fluctuating required minimum distributions, or RMDs.

Don’t Defer Your QLAC Purchase

Don’t Defer Your QLAC Purchase

I was recently asked by CNBC personal finance writer Tom Anderson, who was writing a story on qualified longevity annuity contracts, or QLACs, “What are the biggest mistakes clients make when buying QLACs?” My answer, which was quoted in Tom’s September 9th An Option for Those Who Fear Outliving Their Money article, was not purchasing a…

Is a QLAC Right for You?

Is a QLAC Right for You?

Given the fact that opportunities to reduce RMDs and associated income tax liability are limited, QLACs are an attractive alternative.

QLACs are Here

QLACs are Here

Since the Treasury and IRS finalized a regulation in the beginning of July blessing the use of qualified longevity annuity contracts, or “QLAC’s,” a lot of people have been wondering when and where they can buy one.

Don’t Expect to See QLAC’s Soon

Don’t Expect to See QLAC’s Soon

The most recent potential retirement income planning game-changer, qualified longevity annuity contracts, or “QLAC’s,” have received a fair amount of press since the Treasury and IRS finalized a regulation in the beginning of July blessing their use.

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