Videos
Annuity Educational Videos
Life Insurance & Retirement Educational Videos
Ed Slott Educational Videos
American Equity Educational Videos
- Check Both Boxes for Tax-Free Roth IRA EarningsBy Andy Ives, CFP®, AIF® IRA Analyst Roth IRAs follow strict distribution ordering rules. Contributions come out first, then converted… Read more: Check Both Boxes for Tax-Free Roth IRA Earnings
- How Plan After-Tax Contributions Are Taxed When ConvertedBy Ian Berger, JD IRA Analyst The April 23, 2025, Slott Report article, “After-Tax 401(k) Contributions Shouldn’t Be an Afterthought,” discusses how… Read more: How Plan After-Tax Contributions Are Taxed When Converted
- Weekly Market Commentary
-Darren Leavitt, CFA Global markets rallied for a second week as the S&P 500 clinched nine consecutive days of gains-… Read more: Weekly Market Commentary - How to Plan for Retirement Like a VeteranSurveys show ex-service members retire with more assets, less debt and greater confidence. Here are six ways to follow their… Read more: How to Plan for Retirement Like a Veteran
Accreditation
Phone (917) 991-2945