Thanks so much for attending my presentations for the 2018 Annual Meeting for the Philadelphia Estate Planning Council!
Further Reading Materials:
- How the "Annuities Should NEVER Go In An IRA" Rule Has Become A Myth
- Owning Deferred Annuities In Trusts And Preserving Tax-Deferral Treatment
- IRS Opens Door In PLR 201330016 For 1035 Exchange By Beneficiary of Fixed and Variable Inherited Annuities
- March 2012 Issue of The Kitces Report on "Expanding the Framework of Safe Withdrawal Rates"
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?