Jun 02, 2024

I recently came across some valuable information about a strategy for deferring required minimum distributions (RMDs) and their associated tax bills using qualified longevity annuity contracts (QLACs). These contracts can provide lifetime income and offer a solution for individuals worried about outliving their retirement savings. Additionally, the email provided insights on how to assess and sell collectibles, as well as how technology can assist retirees in aging in place.

I also learned about the ongoing litigation between ExxonMobil and two investors over a shareholder proposal related to setting more aggressive emission-cutting targets. This case is part of the broader trend of using environmental and social governance (ESG) issues to influence corporate governance. The email also discussed other legal cases related to shareholder proposals, including one involving Kroger’s employment diversity policy and another involving American Airlines’ retirement plan.

These emails shed light on current issues related to retirement planning, corporate governance, and shareholder activism, emphasizing the importance of staying informed about these developments in the financial world.

Stay Well!