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  • Kiplinger

    One Way to Create Income for Life and a Guaranteed Inheritance for Your Kids

    by Michael Aloi, CFP, CFP, Summit Financial Resources Inc. Apr 24, 2018 2 minutes

    Jim was a retired corporate lawyer, married with two grown kids and one year from turning 70.5 -- the age when he'd have to take his first IRA required minimum distribution. The thing is, Jim didn't need the money from his RMD.

    Both he and his wife had generous pensions, Social Security and a comfortable enough cushion of other stocks and bonds that met

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