Fixed Index Annuity

Global markets hit record highs as Q1 earnings continued to exceed expectations.  Despite continued tensions in the Middle East and… Read more: Weekly Market Commentary

By Sarah Brenner, JD Director of Retirement Education Question: My spouse and I have a combined six-figure required minimum distribution… Read more: Required Minimum Distributions and Inherited IRAs Prior to 2020: Today’s Slott Report Mailbag

When people hear the words “retirement planning,” many immediately picture someone in their 60s preparing to leave the workforce. The… Read more: Why Retirement Planning Should Start Earlier Than Most People Think

  By Sarah Brenner, JD Director of Retirement Education The once-per-year IRA rollover rule sounds easy. However, there are many… Read more: The Once-Per-Year Rollover Rule: Multiple Deposits vs. Multiple Distributions