Year-End Financial To-Do: Have Peace of Mind (and Reduce RMDs) with Qualified Longevity Annuity Contracts
By Dan Schulte, Vice President and Manager, Annuities and Insurance
Wouldn’t retirement planning be easier if we all knew how long we were going to live? Individuals often underestimate how long they are going to live in retirement. As a result, many retirees face the risk of exhausting their savings and burdening their families in retirement.