Longevity Annuities and Their Potential Role in Retirement Income

Date

January 20, 2016

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

Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH

Chief Financial Planning Nerd, Nerd's Eye View

Specialties

Personal Financial Planning

Related Products

Longevity Annuities and Their Potential Role in Retirement Income

PFP2114. Tax Efficient Withdrawal Strategies in Retirement

The traditional approach to liquidations in retirement is very straightforward: spend taxable dollars first, and let tax-deferred retirement accounts keep growing, because "no one" wants to pay taxes any sooner than they have to! Except the reality is that there really is such thing as "too much" t…

New Continuity Planning Rules for State-Registered Investment Advisers

Last year, NASAA adopted a new model rule that will make it a requirement for state-registered investment advisers to adopt a “Business Continuity and Succession Plan…

Best Planning Ideas Panel

Back by popular demand, this panel brings together thought leaders in key areas of financial planning, who are some of the most highly rated speakers at the conference. They will share their best current financial planning ideas and strategies that you should consider implementing with clients now…