Monday, September 14, 2009
Income Planning is Not Easy
Planning for income for the rest of someone's life is not to be taken lightly. As many advisors have experienced, this exercise is wrought with issues and pitfalls, including (but not limited to) qualified vs. nonqualified funds, 401(k)s, IRAs and Roth IRAs, tax law, withdrawal platform vs. annuitization, income benefit riders, senior health issues, etc.
Income Planning is Not Easy
Source: Producers Web
Income Planning is Not Easy
Source: Producers Web
Permalink posted by armandn @ 7:39 AM 
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