SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS

April 15, 2016

SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS

GUARANTEED FOR LIFE INCOME

  • Immediate annuities
    • Payouts start immediately upon purchase
  • Deferred Income Annuities
    • Payouts start at a future date
  • Qualified Longevity Annuity Contracts (QLACs)
    • Approved in 2014
    • Used in IRAs, 401(k)s, approved retirement plans
    • Fixed Income Annuities
    • Excluded from traditional required minimum distributions
    • Can be deferred to age 85
    • Can be left to beneficiaries

Watch the related WEALTHTRACK episode.


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