Gain an understanding of QLAC while improving opportunities for portfolio sustainability for your clients.
Learn how QLAC's can be purchased with IRA, 401(k), 403(b) and governmental 457(b) plan funds. You can mix retirement plans as long as you follow the QLAC rules. You can invest no more than the lessor of 25% of your retirement funds or $130,000 in QLACs. The $130,000 overall limit is fairly straightforward. Simply put, no matter how much money you have in retirement accounts, you cannot use more than $130,000 of those funds, in total, to purchase a QLAC. The 25% limitation is more complicated. The 25% limit is applied to each employer plan separately, but in aggregate to IRAs. The QLAC can help improve cash flow income and sustainable portfolio outcomes.
Agenda
Faculty
John Mulligan
Mulligan Capital, Inc.
- President of Mulligan Capital, Inc. since 1992
- Practice emphasizes all aspects of IRA Rollover Wealth Management and Retirement Income - Best Practices
- Conducts regular workshops for CLE, CPA CE and clients
- Wrote “The Annuity Puzzle Exchange” transparency in ERISA and IRA lifetime income quotation
- Membership information includes IWI (IMCA) and the Ed Slott IRA Master Elite advisory Group
- M.A. degree in economics; CFP, CIMA, AIFA, RMA
- Can be contacted at 503-352-4019, [email protected] or www.mulligancapital.com
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