How Can a QLAC Help Me?

Example:how_qlac_can_help

 

QLAC Key Features:

  • Approved for use by the Treasury Department & IRS on July 1, 2014
  • $125,000 or 25% of your IRAs, whichever is less
  • Lessen RMD total, and potentially lower your taxes
  • Defer as long as age 85
  • Principal Protected
  • Lifetime Income Guarantee (never outlive your $)
  • Spousal & Non-Spousal Benefits
  • No Annual Fees
  • 100% of money goes to family upon your death, NOT the annuity company
  • COLA (Cost of Living Adjustments) increases can be attached

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