Year-End Roth Conversions: What to Weigh Before December 31
By Meaghan Grant, CFP® Every fall, clients start asking whether this is the year to do a Roth conversion. The…
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Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps
What is a QLAC (Qualifying Longevity Annuity Contract)? A QLAC is a type of fixed income annuity that has special attributes…