Tag: Single Premium Immediate Annuity
Aug 2, 2021
A common estate-planning question is whether it makes sense to leave inheritances with strings attached. My typical answer is “it depends.” It’s natural to want your legacy to be used wisely, but trying to control from beyond the grave can have...
Feb 10, 2020
Immediate Annuities May Fit Into Retirement PlanWatch this video on YouTube Recently, a life insurance agent wrote me about my railings against the SECURE Act now allowing annuities in 401(k) plans. He politely—and accurately—noted my “unfavorable opinion...
