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“Fun With Annuities” The Annuity Man Podcast

Jan 31, 2020

In this episode, The Annuity Man discusses: 

  • Why DC wants people to start planning for their retirement income
  • How Qualified Longevity Annuity Contracts (QLACs) were the original idea
  • The new “fiduciary safe harbor” provision, and what it means to you
  • The original intent of Social Security payments in retirement


Key Takeaways: 

  • If you have a Traditional IRA, you should consider a QLAC
  • Company retirement plans will now start offering annuity income products
  • The RMD (Required Minimum Distribution) age rose from 70 ½ to 72
  • The stretch IRA strategy is now only applicable to spouses


"Social Security was never intended to be the primary source for retirement income needs." —  The Annuity Man 


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