Over a year ago I read an article that appeared on the US Treasury Department’s website that stated “In order to help retirees manage their savings and ensure they have a stream of regular income throughout retirement, the U.S. Department of the Treasury and the Internal Revenue Service issued guidance today designed to expand the use of income annuities in 401(k) plans.” As you begin your 2016 retirement planning, that guidance notice may be of interest to you. After you have had a chance to read it, call us if you have any questions. We’re always here to help.
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This commentary was created by a third-party for the Agent’s use. NTM 08-27.