Michael E Kitces | BenefitsPRO

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July 27, 2017

Learn about using DIAs as qualified longevity annuity contracts and the problem with using a QLAC to avoid RMD obligations.

January 12, 2015

The regulations surrounding QLACs are fairly complex and raise some questions that they dont answer.

April 21, 2014

The key question one faces after retirement is the determination of whether or not funds should be moved from an ERISA-governed plan to an IRA.

December 23, 2013

It's both unfortunate and absurd to think that annuities are either good or bad.

March 02, 2012

A new, compliance-friendly trend is emerging: Using social media to better communicate and interact with existing clients, not to bring new business.