Annuity options - PowerPoint PPT Presentation

Thrift Savings Plan Underutilized &amp; Underappreciated AWAG Leadership &amp; Training Seminar

Thrift Savings Plan Underutilized &amp; Underappreciated AWAG Leadership &amp; Training Seminar. Presented by: Joseph “J.J.” Montanaro, CFP® USAA Financial Planner . Since our lawyers are not here…. Investments/Insurance: Not FDIC Insured • Not Bank Guaranteed • May Lose Value

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347 views • 18 slides

ISSUES IN THE PAYOUT PHASE

ISSUES IN THE PAYOUT PHASE. Gary Hendricks Regional Pension Workshop Majuro, Republic of th Marshall Islands April 25-29, 2016. Issues in Payout Phase (DC): Payout Options. Lump sum distribution at retirement Periodic payout for fixed term Guaranteed life annuity.

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100 views • 8 slides

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Annuity options - PowerPoint PPT Presentation

Thrift Savings Plan Underutilized &amp;amp; Underappreciated AWAG Leadership &amp;amp; Training Seminar

ISSUES IN THE PAYOUT PHASE

Thrift Savings Plan Underutilized & Underappreciated AWAG Leadership & Training Seminar