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IRS and DOL Issue Favorable Guidance on Lifetime Income Provided Through Target Date Funds in Retirement Plans

On October 23 and 24, the Internal Revenue Service (IRS) and the Department of Labor (DOL) issued coordinated guidance on lifetime income provided through target date funds held by retirement plans. According to an...more

10/29/2014 - Annuities Deferred Private Annuities Defined Contribution Plans DOL Investment Funds IRS Target Date Funds U.S. Treasury

RMD Rules for Longevity Annuities Finalized

Longevity annuities are contracts that provide life annuity payments typically commencing at age 80 or 85; in many (but not all) cases, that is the only benefit the contract provides. As such, these contracts may offer...more

7/3/2014 - Annuities Estate Planning Required Minimum Distributions Retirement Plan

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