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March 29, 2020

Smart Strategies for Required Minimum Distributions (RMD)

march, 2020

29mar12:00 pm1:00 pmSmart Strategies for Required Minimum Distributions (RMD)

Time

(Sunday) 12:00 pm - 1:00 pm

Location

South Coast Office, Newport Beach

4041 MacArthur Blvd, Suite 240, Newport Beach, CA 92660

While the term annuity can be a four letter word for some investors, Jackson National has reinvented how these products are utilized in wealth management. With more time being spent in retirement as people are living longer, it\’s increasingly important to establish a steady stream of income that will last as long as you do. Jackson offers solutions that guarantee income for life as well as a death benefit  to leave to one\’s spouse or as an inheritance for future generations.

This meeting will specifically address smart strategies for Required Minimum Distributions (RMD) utilizing Jackson\’s suite of variable annuities. Some Jackson contracts allow for RMD friendly withdrawals, gauranteeing income for life. Jackson also allows for an associated death benefit on these contracts equal to the net premium paid (provided the contract value does not fall to zero).

So as a hypothetical example, even after taking allowed withdrawals for over 20 years, the death benefit is still equal to whatever was originally invested (net premium) in the contract, paid to a spouse or next generation.

There will be limited seating for this meeting, reserve your spot today.

march, 2020

29mar12:00 pm1:00 pmSmart Strategies for Required Minimum Distributions (RMD)

Time

(Sunday) 12:00 pm - 1:00 pm

Location

South Coast Office, Newport Beach

4041 MacArthur Blvd, Suite 240, Newport Beach, CA 92660

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