Videos
Annuity Educational Videos
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- Why Retirement Planning Should Start Earlier Than Most People Think
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 - The Once-Per-Year Rollover Rule: Multiple Deposits vs. Multiple DistributionsBy 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
- The Simultaneous QCD/RMD TransactionBy Andy Ives, CFP®, AIF® IRA Analyst Qualified charitable distributions (QCDs) and required minimum distributions (RMDs) are two separate… Read more: The Simultaneous QCD/RMD Transaction
- Backdoor Roth IRAs and Inherited IRAs: Today’s Slott Report MailbagBy Andy Ives, CFP®, AIF® IRA Analyst QUESTION: When someone under age 59½ uses the “backdoor” method of making… Read more: Backdoor Roth IRAs and Inherited IRAs: Today’s Slott Report Mailbag
- Grandparents Should Be Very Careful Before Opening Trump AccountsBy Ian Berger, JD IRA Analyst Contributions to Trump Accounts, the new tax-deferred savings vehicle for children, can’t be… Read more: Grandparents Should Be Very Careful Before Opening Trump Accounts
