Thank you for attending my August 2021 presentation for FPA Orange County!
Further Reading Materials:
- Why The New Qualified Longevity Annuity Contract (QLAC) Regulations Don't Mean Much For Retirement Income Yet?
- Understanding Longevity Insurance - How A Longevity Annuity Fits Into A Retirement Income Portfolio
- Rules And Requirements For Doing A Qualified Charitable Distribution (QCD) From An IRA
- Spousal Rollover And Stretch Rules For Inherited Traditional And Roth IRAs
- November/December 2014 - Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
- Qualifying A "See-Through" Trust As An IRA Designated Beneficiary - Conduit Or Accumulation?
- Congress Fires Warning Shot At Stretch IRAs, Threatens 5-Year Rule For All
- Eliminating Small RMDs And Killing The Backdoor Roth - Key Retirement Proposals Under President Obama's FY2016 Budget