Do You Have Clients Who Would Like to Reduce Their RMD’s?
Your clients must implement a QLAC by year end to receive benefits in 2016!
Now is the time to plan!
Your client’s RMD affects their Social Security Taxation, Medicare Part B Premiums, and Net Investment Income Tax. In partnership with Pacific Life we will be reviewing strategies to reduce your client’s RMD’s, such as QLAC’s (Qualified Longevity Annuity Contracts). These allow a client to exempt up to $125,000 of assets from their RMD calculation.
Continental Breakfast will be served. Seating is Limited.
Click here to RSVP by Friday, September 23, 2016.
