White Paper

4 Pages
  • 4 Pages

Qualified Longevity Annuity Contract: Quick Reference Guide


What is a QLAC?

A qualified longevity annuity contract (QLAC) is an annuity contract that is purchased from an insurance company, and is used to provide longevity income protection to the eligible retirement account owner and their eligible beneficiaries. A longevity annuity contract must meet certain specific requirements, in order to be qualified. This white paper reviews those requirements, addresses the benefits of a QLAC and provides resources available.



John Mulligan

John Mulligan

Mulligan Capital, Inc.

  • President of Mulligan Capital, Inc. since 1992
  • Practice emphasizes all aspects of IRA Rollover Wealth Management and Retirement Income - Best Practices
  • Conducts regular workshops for CLE, CPA CE and clients
  • Wrote “The Annuity Puzzle Exchange” transparency in ERISA and IRA lifetime income quotation
  • Membership information includes IWI (IMCA) and the Ed Slott IRA Master Elite advisory Group
  • M.A. degree in economics; CFP, CIMA, AIFA, RMA
  • Can be contacted at 503-352-4019, [email protected] or www.mulligancapital.com

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