QLAC article

All This Talk About QLAC What Does it Really Mean?

The U.S. Treasury has been making news over the last several months with rule changes that expand the use of deferred income annuities (DIAs) inside retirement plans. The ...
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Are Americans Willing to Pay for Their Own Pension?

Each year, the Employee Benefits Research Institute (EBRI) publishes the results of its Retirement Confidence Survey. This annual survey tracks answers to some key questions ...
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Temporary Life Annuities A Little-Known Feature for Immediate Income Annuities

Building a successful retirement plan for each client requires more than a cookie cutter approach. Having ways to customize the plan can help you target it to each of their ...
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Tax Season Food for Thought: Making Payments from an Income Annuity Flexible Over Time

Once advisors get pulled into the world of retirement income planning, they quickly understand that managing a portfolio for sustainable cash flow can be significantly more ...
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The Valuation of Retirement Income

For many, the idea of retirement is a daunting concept, partly because it means the idea of becoming older has to be accepted. This is even true for those who began planning ...