Annuities can simplify distributions from individual retirement accounts

Holding an annuity within an individual retirement account offers important advantages for clients who want to simplify their required minimum distributions, write William Byrnes and Robert Bloink. "Because a separate set of rules governs each individual type of annuity that may be held within an IRA for RMD purposes, it is important that the advisor carefully examine the proposed annuity in light of the client's goals," they write.

Investment Advisor (9/2016)