Fixed Index Annuity

It was a hectic week on Wall Street as investors contended with heightened tensions in the Middle East, awaited the… Read more: Weekly Market Commentary

By Ian Berger, JD IRA Analyst Question: Are the rules for a grandchild who inherits an IRA the same as… Read more: Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag

For many Americans approaching retirement, two of the most important financial decisions they will make involve Medicare and Social Security.… Read more: The Medicare–Social Security Timing Puzzle: How One Decision Can Affect Your Retirement Income

As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but… Read more: Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

By Sarah Brenner, JD Director of Retirement Education June is PRIDE Month. June also marks the anniversary of the landmark… Read more: 3 IRA Tax Breaks for Same-Sex Couples