It may surprise you, but “buying” Social Security’s annuity by delaying withdrawals and living on other assets best enhances overall retirement income.
A new Chief Counsel Notice attempts to shed light on this issue
Susan Lipp talks with Lena Rizkallah, attorney and principal of Mosaic Consulting, about the evolution of annuities and how best to use them.
A shift in favor of debtors has started to occur
The minimum distribution rules present some challenges
Planning strategies can mitigate the tax cost
Now’s the time to start discussing annuities for retirement planning with your client
These basic moves can make a big difference.
