Schedule your Appointment with Us Today! Annuities, Principal Protection, Growth Potential, Lifetime Income Educational Videos Videos Annuity Educational Videos Allianz Annuity Basics View More How to Tell FIA Facts from FIA Fiction View More Questions to Ask When Purchasing a Fixed Indexed Annuity View More Get the Basics on Indexed Annuities View More Life Insurance & Retirement Educational Videos Remle Winand Real Life Story View More NBC News - Investing In Life Insurance View More Wendy Boglioli View More Changing Face of Retirement View More The 401k Fallout View More Ed Slott Educational Videos Protecting Your Retirement Income from Taxes - Ed Slott, CPA Tax Advisor View More Ed Slott - Stay Rich Forever & Ever View More Tax Advisor Ed Slott on the IUL View More CPA Ed Slott Avoiding Taxes In Retirement View More Ed Slott, CPA Life Insurance for Life Beyond View More CPA Ed Slott Explains Tax Efficient Investing View More Ed Slott IUL Tax Free Retirement View More American Equity Educational Videos The Benefits of an Annuity View More Understanding Lifetime Income Benefit Riders – How Do Lifetime Income Benefit Riders Work View More Understanding Fixed Index Annuities – How Does a Fixed Index Annuity Work View More Understanding Annuity Basics View More Retirees’ Credit Card Debt Levels Are ClimbingDecember 19, 2024Key Takeaways An Employee Benefit Research Institute survey found that more than two-thirds of retirees had outstanding credit card debt… Read more: Retirees’ Credit Card Debt Levels Are Climbing Required Minimum Distributions and IRAs: Today’s Slott Report MailbagDecember 19, 2024 By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: If a client opens an IRA at age 75 and… Read more: Required Minimum Distributions and IRAs: Today’s Slott Report Mailbag 4 Things to Know About Rollovers Between Calendar YearsDecember 18, 2024By Sarah Brenner, JD Director of Retirement Education The IRA rollover rules are always tricky. However, if you are… Read more: 4 Things to Know About Rollovers Between Calendar Years The QCD DanceDecember 16, 2024 By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a… Read more: The QCD Dance Privacy Policy Phone (917) 991-2945 Schedule Your Appointment Today! FollowFollowFollowFollowFollowFollow Terms of Use