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New Tax Credit Proposal to Encourage Retirement Saving

Many financial experts agree that Americans aren’t doing enough to prepare for retirement, and more should be done to encourage them. One such professional is Robert Klein, financial advisor and founder of Retirement Income Center in Newport Beach, California. According to a recent article in …

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Reduce Your RMD with a Qualified Longevity Annuity Contract

You’ve worked hard your entire life to stash away your hard-earned money into 401(k)s and IRAs, and you’re finally ready to retire. First of all, congratulations! Now, it’s time to deal with your tax dilemma. Generally, you have to start taking required minimum distributions (RMD) …

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Working With RMDs

Many of us spend the majority of our working lives stashing money aside in a variety of retirement funds, just waiting until we’re able to finally enter our Golden Years. But did you know that you can’t keep your retirement funds in those accounts indefinitely? …

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Wells Fargo and MetLife Partner for New QLAC

In an effort to help their clients eliminate the risk of outliving their retirement income, Wells Fargo Institutional Retirement and Trust has partnered with MetLife to offer a new annuity option. According to a recent article from PLANSPONSOR, MetLife Retirement Income Insurance is qualifying longevity …

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