IRAtv: Inherting an IRA as a Young Spouse and QLAC Discussion

Monday, July 28, 2014

We have talked about inheriting IRAs as a younger spouse as well as QLACs (qualified longevity annuity contracts) and their compatibility with IRAs now that they have meshed with IRA required minimum distribution (RMD) rules. 

Along with the articles below, we gathered in Chicago just over one week ago for a video roundtable to answer some of the frequently asked questions on the topics as well as provide advisors and consumers with an educational audio/visual component.

Articles

What a Younger Spouse Should Do When Inheriting an IRA
IRS Regulations Bring QLACs to Life
QLACs Shift From Tax Code Theory to Consumer Reality … Soon

 

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