Nathan R. Raddatz - Western & Southern Life
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A little overwhelmed by financial jargon? Don’t worry – at Western & Southern Life, We Speak Finance®. I
RMDs required … but not desired?
To help in the planning for longevity and expected retirement income needs, a QLAC addresses these concerns by deferring RMDs up to age 85. Qualified account owners facing forced RMDs (and their taxes) may invest as much as $200k in a QLAC via a DIA.
There are other ways to defer qualified money beyond RMD age, but investing in a QLAC could benefit your retirement strategy.
Take the cash refund option for guaranteed money with potential to either “live on” or “leave on.”
Get more DIA QLAC facts at the link below.
Click here to claim your Sponsored Listing.
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Saint Paul, MN
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