Annuities allowed in Retirement Plans
July 01, 2014 by Tim Turner | Leave a Comment
The U.S. Treasury department has issued a rule allowing deferred-income annuities inside retirement plans. One interesting twist is that the rule excludes the annuity’s cash value from the account balance that is used to determine Required Minimum Distributions. So you could put some of your retirement plan into an annuity, but not take the income yet, and avoid the RMDs. Read More >>
Categories: Advanced Retirement Planning, Retirement News
Annuities allowed in Retirement Plans
July 01, 2014 by Tim Turner | Leave a CommentThe U.S. Treasury department has issued a rule allowing deferred-income annuities inside retirement plans. One interesting twist is that the rule excludes the annuity’s cash value from the account balance that is used to determine Required Minimum Distributions. So you could put some of your retirement plan into an annuity, but not take the income yet, and avoid the RMDs. Read More >>
Categories: Advanced Retirement Planning, Retirement News
Tulips and Azaleas at the Biltmore
April 25, 2014 by Tim Turner | Leave a Comment
In one of my last emails I mentioned the Tulips in the Spring. I showed a picture of flowers at the Biltmore but it did not include the “tulips”. To remedy the situation here is my picture of the tulips at the Biltmore (from 2013): Well while we are at it here is a photo of the Biltmore from Read More >>
Categories: Personal Travel and Holidays
Panic in Atlanta over…what?
February 11, 2014 by Tim Turner | Leave a Comment
Panic in Atlanta over…Impending ICE STORM After the Snowjam a couple of weeks ago that left the city gridlocked, fear has risen to panic levels as stores have been cleaned out of bread, milk, eggs, flashlights, generators and more. My visit to Publix last night shows you some of the scene… Now the schools in their infinite wisdom have closed Read More >>
Categories: Personal Travel and Holidays, Torrid Tech Talk
Bill Walton, Cactus, and a sweet Porsche
January 21, 2014 by Tim Turner | Leave a Comment
Phoenix Biltmore Hotel, Phoenix Arizona Jan 13-15 I visited the Phoenix Biltmore Hotel for a conference for the NPH Broker/Dealers of SII, INVEST Financial, Investment Centers of America and NPC National Planning Corp. While we were there, they were bringing in a lot of classic cars that were going to be auctioned off that weekend. We got to see a Read More >>
Categories: Personal Travel and Holidays
Recent Posts
- The Silent Killer That Everyone Forgets About When Planning for Retirement
- A New Opening For Annuities
- IRS, Treasury Support Annuities Use in 401(k) Plans
- Treasury, IRS OK Deferred Income Annuities in 401(k)s
- New IRS 401(k) ruling aims to boost retirement income
Recent Comments
- on Panic in Atlanta over…what?
- on Panic in Atlanta over…what?
- on Panic in Atlanta over…what?
- on Panic in Atlanta over…what?
- on Panic in Atlanta over…what?