5 Key QLAC Rules to Help Clients Defer RMDs
Feb 2, 2015
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Clients with sufficient retirement income may want to defer the usually taxable income from RMDs for as long as possible. A qualifying longevity annuity contract (QLAC) may provide a partial solution. Here are the five key rules to know.