Uncategorized | Senior Benefit Connections

Why Life Insurance Belongs in Your Retirement Plan

by Kenny | Oct 23, 2025

Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in down markets cover final expenses and debts so heirs keep what...

Weekly Market CommentaryMay 25, 2026
Happy Memorial Day weekend, and thank you to all the brave men and women who have served our country to… Read more: Weekly Market Commentary
401(k) Rollovers and Spousal Contributions: Today’s Slott Report MailbagMay 21, 2026
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I have a 401(k) plan with a previous employer that is a… Read more: 401(k) Rollovers and Spousal Contributions: Today’s Slott Report Mailbag
Retirement Planning in 2026: Building Confidence for the Years AheadMay 21, 2026
Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting… Read more: Retirement Planning in 2026: Building Confidence for the Years Ahead
The “Required Beginning Date” vs. “First RMD Year” ConfusionMay 20, 2026
By Ian Berger, JD IRA Analyst Most of you are probably familiar with the concept of the “required beginning date”… Read more: The “Required Beginning Date” vs. “First RMD Year” Confusion
New “Trump IRA” Is Fake NewsMay 18, 2026
By Sarah Brenner, JD Director of Retirement Education On April 30, 2026, President Trump signed an executive order to promote retirement… Read more: New “Trump IRA” Is Fake News