Fixed Index Annuity

The S&P 500 hit a 28th record high for the year before settling lower for the week. Investors endured a choppy week… Read more: Weekly Market Commentary

When planning for retirement, one of the greatest challenges is balancing growth potential with protection of principal. Many investors seek… Read more: Why Fixed Indexed Annuities Are a Smart Choice for Retirement Planning

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My father passed away in November 2021. I became disabled in April 2022.… Read more: IRA Beneficiaries and Roth Conversions: Today’s Slott Report Mailbag

By Andy Ives, CFP®, AIF® IRA Analyst Traditional and Roth IRA owners often get confused about the distributions they take… Read more: “IRA Distribution Confusion”

  By Ian Berger, JD IRA Analyst In final regulations issued on September 15, 2025, the IRS confirmed that company… Read more: IRS Confirms Effective Date of Mandatory Roth Catch-Up Rule