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DTSTART:20160315T143000Z
DTEND:20160315T160000Z
LOCATION:Peppermill Casino
UID:1257920160315T143000ZUnderstanding Qualified Longevity Annuity Contracts (QLAC) Using Fixed, Deferred Income Annuities
DTSTAMP:20260419T055220Z
DESCRIPTION:\nPlease note the date change for this event!\n \n \n \nUnderstanding Qualified Longevity Annuity Contracts (QLAC) Using Fixed, Deferred Income Annuities - Our speaker, Michelle P. O'Haren of Pacific Life will provide information outlining the features of a QLAC and longevity statistics.\n \n \n \nThis continuing education presentation for financial professionals gives insights on planning with qualified longevity annuity contracts (QLACs).  It explains client challenges solved by QLAC and emphasizes lifetime income strategies when fewer employers offer defined benefit plans. It provides examples of how QLAC impacts RMDs, QLAC contribution limits and excess contribution issues. Next, it shows a hypothetical client managing taxes and hedging longevity risk with QLAC.  Lastly, it shows satisfaction rates for retirees with annuitized income and how QLAC may help offset income reductions later in life.\n \n \n \nOur speaker is Michelle P. O'Haren JD, LLM, CPA, CFP®, ChFC® who works as a Senior Retirement Strategies Group Consultant with the Retirement Strategies Group of Pacific Life.  \n
SUMMARY:Understanding Qualified Longevity Annuity Contracts (QLAC) Using Fixed, Deferred Income Annuities - Estate Planning Council of Northern Nevada 
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DESCRIPTION:Reminder
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