Annuities (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: Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...

Guaranteed Streams of Income Make You Happier

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 24, 2021 | Annuities, Annuities (Consumer), Consumer Content, Financial Professional Content, GLWBs (Annuity), Retirement (Consumer) | 0 Comments

It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water...

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

Medicaid In Plain English

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 17, 2022 | Annuities (Consumer), Consumer Content, Medicaid, Medicaid (Consumer), Special Category | 0 Comments

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...

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.

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...

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 | 0 Comments

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

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Annuities (Consumer) Blogposts

The Roth IRA Conversion “Pro Rata Rule”

Guaranteed Streams of Income Make You Happier

Required Minimum Distribution Reference Guide

Medicaid In Plain English

IRA Beneficiary Distribution Guide and Cheat Sheet

What is So Great About An Annuity???

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

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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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