Retiree and Pre-Retiree Articles and Videos

Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to consumers!!! Subscribe at the bottom of this page and enjoy.

Note: To access the financial professional articles, whitepapers, webinar replays, and videos, you must be a CG Financial Group agent and register for the agent portal HERE.

The Roth IRA Conversion “Pro Rata Rule”

by Charlie Gipple, CFP®, CLU®, ChFC® | March 5, 2025 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer) | 0 Comments

This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also...

The “Docker” Union Strike and Creative Destruction

by Charlie Gipple, CFP®, CLU®, ChFC® | October 3, 2024 | Consumer Content, Economic (Consumer) | 0 Comments

Many of you have read about the “International Longshoremen’s Association (ILA)” strike that kicked off on Monday, September 30. I am not going to give you some of my opinions on what the union is requesting, outside of the “automation” component that they are fighting against. I will touch on that at the end. But first, a quick summary.

Required Minimum Distribution Reference Guide

by Charlie Gipple, CFP®, CLU®, ChFC® | June 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to...

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Additional Posts

Roth IRAs: The Basics and Not-So-Basics

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 18, 2022 | Consumer Content, IRAs and Qualified Money, Long-Term Care (Consumer), News, Retirement (Consumer), Taxes

With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. So, I thought it would be...

Video: My Story of Mt. Everest

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Annuities, Consumer Content, Financial Professional Content, Retirement (Consumer), Videos

https://youtu.be/QSYBOEWymFY

Medicaid In Plain English

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 17, 2022 | Annuities (Consumer), Consumer Content, Medicaid, Medicaid (Consumer), Special Category

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of the attendees and her husband. For...

5 Tax Considerations Before January 1

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer), Taxes

It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of 5 items to consider below. Roth IRA...

The Long-Term Care Option You Never Heard Of…

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 12, 2022 | Annuities (Consumer), Consumer Content, Economic (Consumer), Financial Professional Content, Life Insurance (Consumer), Long-Term Care, Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer), Taxes

First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing Long-Term Care Expenses In Retirement" Webinar...

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