RL Wealth Educates - The Blog of Rubino & Liang

The Rise of Lump-Sum Buyouts: Should You Consider One?

Apr 7, 2019 11:00:00 AM / by RL Wealth Partners

Last month (March 2019), the Treasury Department quietly announced it no longer intends to amend the required minimum distribution regulations under § 401(a)(9) of the Internal Revenue Code (Code) to address the practice of offering retirees and beneficiaries who are currently receiving annuity payments under a defined benefit plan a temporary option to elect a lump-sum payment in lieu of future annuity payments.

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