Videos
Annuity Educational Videos
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- Planning to retire in 2025? Do these 7 things now
A wonderful retirement is the goal of many people, and you want it to come off without any major snags.… Read more: Planning to retire in 2025? Do these 7 things now - 10 Things You Should Know about Fixing Late Rollovers With Self CertificationBy Sarah Brenner, JD Director of Retirement Education When retirement account funds are on the move, things do not always… Read more: 10 Things You Should Know about Fixing Late Rollovers With Self Certification
- Pro Rata, Not “Double Tax”By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and… Read more: Pro Rata, Not “Double Tax”
- Weekly Market CommentaryThe S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week… Read more: Weekly Market Commentary
- The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report MailbagBy Ian Berger, JD IRA Analyst Question: I am over age 59½ and have had a Roth IRA account for… Read more: The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag
