No. of Recommendations: 0
I have to agree that in your position you are most likely out of the loop and any advice you offer would risk being seen as inappropriate and even if well intended they may think that you are somehow scheming to get their money. People are funny about money.

It may also be that you don't have all the facts. Many financial institutions automatically make the required minimum distributions late in the year even if they have not been told to.

You could give them an easily readable retirement/financial-planning book or videotape for Christmas. There might be some suggestions for something like this on the AARP website.

Most annuities are generally not a good choice for most people, especially when interest rates are low like they are now. Search the website for more info.

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