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QLAC Use Cases and Planning: EDU #2548

QLAC Use Cases and Planning: EDU #2548

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Chris’s SummaryJim and I discuss QLAC use cases in the context of retirement income planning and how the Treasury Department designed these annuities to function. We walk through when someone might consider using one, how the absence of cash value affects planning decisions, differences among providers on turning income on early, the impact of mortality […]

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