Navigated to QLAC Use Cases and Planning: EDU #2548

QLAC Use Cases and Planning: EDU #2548

November 26
1h 12m

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Episode Description

Chris’s SummaryJim and I discuss QLAC use cases in the context of retirement income planning and how the Treasury Department designed these annuities to function. We walk through when someone might consider using one, how the absence of cash value affects planning decisions, differences among providers on turning income on early, the impact of mortality […]

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