Below is an 18-minute video where Charlie discusses the various Long-Term Care Annuities and Life Insurance. This is a...
Video: 18 Minutes on Long-Term Care Annuities and Life
read more
Financial Professional Content Blogposts
Annuity Rate Announcements for Week of 10/27/25
Video: “Can I Contribute to a Traditional IRA or Roth?”
In this video, Charlie talks about the rules around contributing to traditional IRAs and Roths. As well as, can you...
Annuity Rate Announcements for 10/20/25
Annuity Rate Announcements for 10/13/25
Video: The Rules and Math Changes Once You Hit Retirement
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
This video discusses how one's income actually affects the amount of Social Security that is taxable. Charlie...
(Training Video): The Annuity/GLWB Conversation
If you practice this conversation and store it to memory, you will find that this will help you grow your annuity...
(Video) Roth IRA Conversions, RMDs, and Taxes in Retirement
A lot of tax nuggets in this 7 minute video. One thing Charlie did not mention is "Qualified Charitable...
(Video) Social Security Case Study: Noelle and Charlie’s Hypothetical Filing Scenario
If Charlie is going to die at 71 and Noelle at an old, old age, when should each of them file? It's the opposite of...
The Roth IRA Conversion “Pro Rata Rule”
This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule"....
Video: Sequence of Accounts To Withdraw From
If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....
You should be getting our emails! If not, register below...
Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com
