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In this session, we will look at how longevity annuities work, the ways they can fit into an overall retirement income strategy, how they compare to available investment alternatives, their caveats and concerns, and the potential role that they may play for retirement income in the future. Attendees will: • Understand how a longevity annuity works, and the potential features and benefits • Understand the taxation of longevity annuities • Be able to compare longevity annuities to other investment and retirement income alternatives
Speaker(s):
Michael
E. Kitces,
MSFS, MTAX, CFP, CLU, ChFC, RH,
Chief Financial Planning Nerd,
Nerd's Eye View
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