Consumer Content Blogposts

The Roth IRA Conversion “Pro Rata Rule”

by Charlie Gipple, CFP®, CLU®, ChFC® | Mar 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 "Pro Rata Rule"....

IRA Beneficiary Distribution Guide and Cheat Sheet

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 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 navigate pages.

Estate Planning Ideas and Reasons to “Gift” Now

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 14, 2023 | Consumer Content, Estate Planning, Estate Planning (Consumer), News | 0 Comments

This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...

The “Docker” Union Strike and Creative Destruction

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 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,...

My Horrible Experience with a “Personal Banker”

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2024 | Annuities (Consumer), Consumer Content, Estate Planning (Consumer), Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer) | 0 Comments

A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as a...

Video: A Couple of Social Security Tips

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 22, 2024 | Consumer Content, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...

Adding Potential Long-Term Care Costs to Retirement Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 3, 2023 | Consumer Content, Long-Term Care, Long-Term Care (Consumer), News, Whitepapers | 0 Comments

This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...

Required Minimum Distribution Reference Guide

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 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 navigate pages.

Webinar Recording: Social Security Ideas, How to Finance Long-Term Care, and Estate Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 28, 2024 | Annuities (Consumer), Consumer Content, Consumer Events, Estate Planning (Consumer), Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer) | 0 Comments

Below is a webinar that was conducted for consumers across the country on 4/23/24. https://youtu.be/dEHCZEjEYiU

Probate: What is it and How to Avoid it When a Loved One Dies

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 23, 2023 | Consumer Content, Estate Planning (Consumer) | 0 Comments

Over the years, I witnessed a few families that experienced a loved one’s death and had to go through the “probate”...

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