by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 1, 2023 | News, Taxes
Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, “Can i contribute to a Roth IRA?” or, Can I deduct my IRA contributions?”
by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 27, 2023 | Indexed Universal Life, Life Insurance, News, Whole Life
Mass Mutual has had this stance for as long as I can remember. However, it is interesting to see their logic on paper. Their logic is sound in the below document as I too have spoken about the “fluffery” that happens many times when discussing banking...
by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 25, 2023 | News, Regulations
The long-anticipated SECURE Act 2.0 was signed into law 3 years after the original SECURE Act! The time is NOW to learn how it will impact your clients so you can help them navigate it. The quick rundown is as follows: President Biden signed a $1.7 trillion omnibus...
by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 24, 2023 | Annuities, Broker World, Life Insurance, News
My January 2023 Broker World Column
by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 19, 2023 | News, Social Security, Social Security (Consumer)
This article is intended for financial professionals that have the wise business practice in helping consumers plan for Social Security, AND ALSO for consumers. If you are a financial professional and have not inquired about our Social Security training and seminar...
