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William Byrnes (Texas A&M) tax & compliance articles

Posts Tagged ‘deferred annuity’

How Did Deferred Annuities Emerge As the Preferred 401(k) Investment?

Posted by William Byrnes on November 13, 2014



The IRS has cleared the path for 401(k) sponsors who wish to expand clients’ use of longevity insurance within 401(k)s by allowing target date funds (TDFs) to include deferred annuities, even for those plan participants who do not actively manage their investment allocations.

read about The New IRS Guidance

Posted in Retirement Planning | Tagged: , | Leave a Comment »

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