New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Solutions Specialists
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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Great Lakes Pension Associates, Inc.
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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How the 'Annuities Should Never Go in an IRA' Rule Has Become a Myth
Michael Kitces in Nerd's Eye View July 16, 2014 "While in some limited cases, deferred variable annuities actually are making a resurgence for pure tax deferral purposes -- in which case, there's once again little reason to purchase them with retirement assets -- most annuities continue to be purchased for their guarantees and investment characteristics, not their tax preferences. Given these changes, it is perhaps time to abolish the 'annuities should never go into an IRA' rule and recognize that it has become more a myth and remnant of old than proper advice in today's environment." |
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