Contingency Planning and Annuities
I'm unclear about the survivor results in Contingency Planning when the Key Ages for converting my 403b and IRAs are set to a later date than the date I'll die (e.g., 70 for the accounts vs 66 for death). The idea is for my spouse to let the accounts continue to grow if they're not needed right away. If the dates are set as above (date of death precedes key age) then in the Survivor Report there's no income from the above in the Annuities column even though my spouse is the 100% beneficiary. I suppose I'm missing at setting here but I'm stumped right now.