Retirement (Consumer) 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"....

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...

What is So Great About An Annuity???

by Powered By AI | Jun 8, 2023 | Annuities (Consumer), Consumer Content, Retirement (Consumer), Uncategorized | 2 Comments

In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard...

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

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.

Video: One of the Most Common Social Security Mistakes.

by Charlie Gipple, CFP®, CLU®, ChFC® | Jun 12, 2023 | Consumer Content, Retirement (Consumer), Social Security, Social Security (Consumer) | 0 Comments

https://youtu.be/WHLGjjgqffE

Charlie’s Broker World Article: Is Delaying Social Security Worth It?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Broker World, Consumer Content, News, Social Security, Social Security (Consumer) | 0 Comments

One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....

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Retirement (Consumer) Blogposts

The Roth IRA Conversion “Pro Rata Rule”

What is So Great About An Annuity???

Required Minimum Distribution Reference Guide

IRA Beneficiary Distribution Guide and Cheat Sheet

Contact Us, Sign Up For News, Or Follow Us On Social Media!!!

Phone

Email

Address

Consumer Email Opt-in

For Consumers: Sign Up For Email Updates Below

You have been added to our email list!!!

Financial Professional Email Opt-in

For Agents: Sign Up For Email Updates Below

You have been added to our email list!!!

Drop us a line below!!

Subscribe To Ongoing Educational Articles And News For Retirees and Pre-Retirees!! We don't "sell", we educate!!!

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Are You a Financial Professional? Subscribe to Our Weekly Emails That Have Top-Notch Ideas, News, and Updates.

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