Retirement (Consumer) Blogposts

Video: “Can I Contribute to a Traditional IRA or Roth?”

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 23, 2025 | Consumer Content, IRAs and Qualified Money, News, Retirement (Consumer), Videos | 0 Comments

In this video, Charlie talks about the rules around contributing to traditional IRAs and Roths. As well as, can you...

Video: The Rules and Math Changes Once You Hit Retirement

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Annuities, Annuities (Consumer), Consumer Content, News, Retirement (Consumer), Videos | 0 Comments

Here Charlie discusses why it is so much easier in your pre-retirement years than it is your post-retirement years...

Case Study Video: How Social Security Taxation is Arrived At

by Charlie Gipple, CFP®, CLU®, ChFC® | Oct 16, 2025 | Case Studies, News, Retirement (Consumer), Social Security, Social Security (Consumer), Videos | 0 Comments

This video discusses how one's income actually affects the amount of Social Security that is taxable. Charlie...

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"....

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.

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.

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...

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

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...

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Retirement (Consumer) Blogposts

Video: “Can I Contribute to a Traditional IRA or Roth?”

Video: The Rules and Math Changes Once You Hit Retirement

The Roth IRA Conversion “Pro Rata Rule”

Required Minimum Distribution Reference Guide

IRA Beneficiary Distribution Guide and Cheat Sheet

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

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Consumer Email Opt-in

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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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