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 Weekly Market CommentaryJanuary 19, 2025-Darren Leavitt, CFA Financial markets advanced this week as a solid start to the fourth-quarter earnings season, and some better-than-feared… Read more: Weekly Market Commentary Social Security’s full retirement age is increasing in 2025. Here’s what to know.January 16, 2025Most Americans may consider the standard retirement age to be 65, but the so-called “full retirement age” for Social Security… Read more: Social Security’s full retirement age is increasing in 2025. Here’s what to know. The Pro-Rata Rule and Roth Conversions: Today’s Slott Report MailbagJanuary 16, 2025By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My wife has two after-tax traditional IRAs at two separate institutions. We… Read more: The Pro-Rata Rule and Roth Conversions: Today’s Slott Report Mailbag (no title)January 15, 2025By Ian Berger, JD IRA Analyst One of the more controversial rules in the 2022 SECURE 2.0 Act is… Read more: (no title) Privacy Policy Phone (917) 991-2945 Schedule Your Appointment Today! FollowFollowFollowFollowFollowFollow Terms of Use